A complete list of active advisors currently associated with Jackson Wealth Inc

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

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.

To learn more about the advisors currently working at Jackson Wealth 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.

Name	Location	Years of experience
Douglas Jackson	Franklin, TN	13
Tyler Page	Franklin, TN	9

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