Jackson Wealth Management, LLC

Matthew Jackson is a Series 65 licensed financial advisor with 11 years of industry experience. He has been with Jackson Wealth Management, LLC since 2014. Jackson Wealth Management, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach across mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing.

Yulia Dance is a CFP®, CFA®, and Series 65 credentialed advisor at Jackson Wealth Management, LLC with five years of industry experience. She has held roles at multiple related firms, including Jackson Investment Management, LLC and Benchmark Financial Wealth Advisors LLC. Outside her advisory work, she serves as a research analyst at Jackson Investment Management, LLC. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion across 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a blend of mutual funds, ETFs, and equities, with ongoing portfolio monitoring and quarterly reviews.

Aleksei Kitaigorod is a Series 65-licensed advisor with Jackson Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at CWM, LLC and positions in education and hospitality. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion in assets. The firm utilizes an active trend-following and tactical asset allocation approach, employing a range of investment strategies including discretionary portfolio management and option strategies.

George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.