A complete list of active advisors currently associated with Jackson Private Wealth Management, Inc.

Warmer can help you find a great advisor at Jackson Private Wealth Management, Inc. or one who fits your needs even better.

Jackson Private Wealth Management is a boutique registered investment adviser that serves individual clients, including high‑net‑worth households, as well as some businesses, charities and pension clients with portfolio management and financial planning services. The firm also makes a white‑labeled cash management portal called SimpleCash available to clients (which uses the third‑party Flourish Cash program) and on occasion recommends outside money managers for alternative investments. The firm tailors recommendations to each client’s personal situation — including age, retirement timing, cash reserves and risk tolerance — and typically implements strategies using broadly traded securities, mutual funds, ETFs, government securities and options while emphasizing a relatively conservative, low‑turnover approach and monthly account reviews. For investment areas it does not manage directly (notably alternative investments such as commodities or currency), the firm refers clients to other money managers and splits the advisory fee with those managers as disclosed in its brochure. Noteworthy features compared with many peers include that a firm principal is a licensed insurance agent who may sell non‑variable insurance products for commission (a relationship the brochure identifies as a potential conflict of interest) and that the firm receives an administrative/service fee when clients use the SimpleCash/Flourish Cash program. The brochure also discloses a 2017 administrative fine and the firm’s small scale — a two‑advisor practice managing roughly $16.5 million on a discretionary basis — factors that can influence how services are delivered and responsibilities are allocated.

To learn more about the advisors currently working at Jackson Private Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.