Jackson Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$107,026,630
Clients
126
25% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
126
Very HighAverage account size
$849,418
About
Jackson Wealth Management serves individuals, families, trusts, estates, and closely held entities by providing discretionary wealth management that combines ongoing investment management with integrated financial planning. The firm is fee-only, SEC-registered, and reports roughly $107 million in assets under management across about 126 client relationships.
The firm applies a mix of Guided Allocation, Adaptive Allocation, and blended Dynamic Allocation frameworks, implementing portfolios using ETFs, individual securities, and third‑party separately managed accounts when appropriate. Financial planning is included within the wealth management relationship, clients may be given access to planning software and an estate‑document platform paid for by the firm, and JWM can manage held‑away employer retirement accounts via a third‑party access platform.
Jackson Wealth Management is organized as a solo practitioner practice—one advisor overseeing the business—which is uncommon among similarly supported firms and concentrates operational and compliance responsibilities. The firm’s combination of a more active, data‑informed tactical allocation option, paid client access to third‑party estate technology, use of a third‑party cash sweep service, and a close operational relationship with a primary custodian that provides institutional services are notable features that shape its service model and third‑party dependencies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Income planning
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.50%
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $7,500 for clients below $500,000 minimum, billed quarterly in arrears and prorated Fee-only: Wealth Management fees include investment management and financial planning services; no commissions or sales loads accepted.
Main office location
Jackson Wealth Management, LLC
115 Wilcox St Suite 220
Castle Rock CO 80104, United States
Number of offices
2
Most active in
Jackson Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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