A complete list of active advisors currently associated with Jackson Wealth Management, LLC

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

Jackson Wealth Management, LLC serves a broad mix of individual and institutional clients, including high-net-worth individuals, plan sponsors and plan participants, trusts, and retirement accounts, and reports managing about $1.07 billion for roughly 900 clients. The firm provides modular financial planning, discretionary asset management, selection of third‑party advisers, pension consulting, and participant account management for held‑away accounts through a Pontera platform. The firm’s primary investment approach is active trend‑following combined with tactical asset allocation, using a mix of actively and passively managed mutual funds, ETFs, and individual equities informed by charting, technical, fundamental and cyclical analysis; portfolios are monitored and rebalanced on an ongoing basis and reviewed at least quarterly. Jackson Wealth also employs discretionary authority for portfolio management and may use short‑term trading, option strategies, margin and other tactical techniques as appropriate to client objectives. What stands out in the brochure is the firm’s network of affiliations: it uses an affiliated sub‑adviser, Jackson Investment Management, to design and maintain model portfolios, and discloses an affiliated accounting practice (George P. Jackson P.A. CPA) to which it may refer clients for accounting services. The brochure further discloses that firm personnel are registered representatives of a broker‑dealer and licensed insurance agents, that the firm has received client referrals through past Schwab programs and shares fees with third‑party advisers, and that it advertises third‑party ratings and performance results — arrangements that create potential conflicts of interest the firm describes and discloses.

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