Jackson Wealth Management, LLC

Overview

Jackson Wealth Management, LLC is an SEC registered investment adviser based in Lake Mary, FL, registered since 2008. It reports $1.1B in assets under management across 2,931 accounts, with 10 employees. It has 8 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

94%

Accounts

2,931

Average account

$365K

Employees

10

Advisory reps

8

Registered since

2008

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• George Paul Jackson Managing Member CRD 1688317
• Ashley Marie Henderson Chief Compliance Officer, Controller CRD 7222882

Advisory reps 3 of 8

• Yulia Dance Investment Adviser Rep CRD 6353613
• Ashley Henderson Investment Adviser Rep CRD 7222882
• George Paul Jackson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1688317

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

755 Primera Blvd Ste 1001
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: jacksonwm.com

Every state, with registration dates

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