Jackson Wealth Inc
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About
Jackson Wealth LLC provides discretionary investment management and financial planning services to individual and high‑net‑worth clients, offering both ongoing comprehensive plans (monthly engagements) and project‑based planning. The firm also offers a wrap fee program and develops individualized investment policies that incorporate clients’ goals, family composition, and tax considerations.
Jackson Wealth primarily practices passive investment management, constructing portfolios from index mutual funds and ETFs to achieve target asset allocations, while also using fundamental, technical, and cyclical analysis as part of its research process and occasionally selecting third‑party money managers. Accounts are supervised on a discretionary basis with regular (monthly) reviews, and clients may impose reasonable, written investment restrictions.
The firm’s principal maintains a separate tax‑preparation and tax representation practice as an Enrolled Agent, and clients may engage those services independently; advisory fees and any tax‑service fees are billed separately and the adviser does not retain tax‑service revenues. Jackson Wealth recommends Charles Schwab for custody, discloses receipt of custodian‑provided research and business support, and does not aggregate client trades into block orders.
Client services
Expertise
Fee options
Initial upfront charge of $1,000 for ongoing comprehensive financial planning; Project-based fixed fees ranging from $500 to $2,000
$0 - $500,000: 2.60% $500,001 - $2,000,000: 2.10% $2,000,001 - $5,000,000: 1.85% $5,000,001+: 1.65%
Project-based financial planning fees: $500 to $2,000 fixed fee per project; Financial Planning Services ongoing monthly fees: $100 to $500 per month
Ongoing comprehensive financial planning monthly fee between $100 and $500
Main office
106 Mission Court, Suite 604 B
Franklin TN 37067
Advisors at this office
2
Most active in
Tennessee
Also doing business as
Jackson Wealth · Jackson Wealth Inc · Jackson Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Tyler P
Series 63, Series 65
Franklin, TN
Jackson Wealth Inc
Tyler Page is a financial advisor at Jackson Wealth Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and NYLIFE Securities. In addition to advising, Tyler is involved in tax filing and accounting work. Jackson Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporates fundamental and technical analysis, and offers both ongoing and project-based financial plans.
Douglas J
CFP®, Series 63, Series 65
Franklin, TN
Jackson Wealth Inc
Douglas Jackson is a CFP® credentialed advisor with 13 years of industry experience, currently serving at Jackson Wealth Inc. His prior roles include positions at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of his advisory work, he operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm primarily employs passive investment strategies using index funds and ETFs, complemented by fundamental and technical analysis, and offers tailored investment policies reflecting clients’ goals and tax considerations.
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