Wealth manager, independent · Lake Mary, FL
Jackson Wealth Management, LLC
SEC-registered investment adviser · CRD 147642 · SEC 801-69469
At a glance
Jackson Wealth Management, LLC is an SEC-registered investment adviser based in Lake Mary, Florida, with $1.1B in regulatory assets under management as of its Form ADV filed March 6, 2026. It reports 900 individual clients, 278 of them high-net-worth, holding an average of about $1.2 million each, and 10 employees. That ranks it 1033rd among the nation’s 5,657 independent wealth management RIAs and 55th of 343 in Florida. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 407-585-0235jacksonwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,033 of 5,657
- Rank among all SEC RIAs
- #5,169 of 17,210
- Rank in Florida
- #55 of 343
- Individual clients
- 900
- High-net-worth clients
- 278
- Accounts
- 2,931
- Discretionary
- 94% of AUM
- Employees
- 10
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- George P. JacksonManaging Member
- Ashley M. HendersonChief Compliance Officer/controller
Custody and brokerage
Broker-dealer
Hybrid RIA
Jackson Wealth Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
ng investment advice on behalf of our firm are registered representatives with Osaic Wealth Inc., ("Osaic") a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corp
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 278 | $869M | 81% |
| Individuals | 622 | $200M | 19% |
Disciplinary disclosures
Jackson Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗jacksonwm.com ↗
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The full record on Jackson Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,373 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Investment Advisory Group LLCSarasota | $1.2B | 1,542 |
| Tobias Financial AdvisorsPlantation | $1.2B | 374 |
| Aviance Capital Partners LLCNaples | $1.1B | 372 |
| Fitzroy Investment Advisors LLCAventura | $1.0B | 81 |
| Mg&a WealthPlantation | $1.0B | 644 |
Background
Questions
How much does Jackson Wealth Management, LLC manage?
Jackson Wealth Management, LLC reports $1.1B in regulatory assets under management across 2,931 accounts, 94% of it on a discretionary basis, on its Form ADV filed March 6, 2026.
How many clients does Jackson Wealth Management, LLC have?
It reports 900 individual clients: 278 high-net-worth individuals and 622 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Jackson Wealth Management, LLC headquartered?
Its main office is in Lake Mary, Florida. It reports 2 offices in total and 10 employees, 9 of whom perform investment advisory functions.
How does Jackson Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Jackson Wealth Management, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 6, 2026, it reports these amounts held: Charles Schwab ($986M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Jackson Wealth Management, LLC a hybrid RIA with a broker-dealer?
Jackson Wealth Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Jackson Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Jackson Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Jackson Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →