Jackson Wealth Management, LLC

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.