Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services for individuals with high levels of income. We are a one-stop family office for financial planning, tax preparation, and investment services for high net worth families. George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2018 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management. Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC Advisory services offered through Jackson Wealth Management, LLC. Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc. Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.
View Top Employees from Jackson Wealth Management, LLCWebsite | http://www.jacksonwm.com |
Revenue | $1 million |
Employees | 9 (9 on RocketReach) |
Founded | 2008 |
Address | 755 Primera Boulevard Suite 1001, Lake Mary, Florida 32746, US |
Phone | (407) 585-0235 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Jackson Wealth Management, LLC annual revenue was $1 million in 2024.
9 people are employed at Jackson Wealth Management, LLC.
Jackson Wealth Management, LLC is based in Lake Mary, Florida.
The NAICS codes for Jackson Wealth Management, LLC are [52, 52393, 523, 5239].
The SIC codes for Jackson Wealth Management, LLC are [62, 628].