Jackson Private Wealth Management, Inc.

Overview

Jackson Private Wealth Management, Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, and it also places client assets with outside managers as part of its adviser-selection activity. Jackson Private Wealth operates as a capital allocator rather than a manager-only shop, and it also conducts insurance brokerage and other financial product sales alongside its advisory services. The firm uses a mix of billing approaches—percentage of assets under management, hourly and fixed fees, and other fee arrangements—allowing flexibility across client relationships. It does not identify as an active ESG investor and is not designated as a multi-state adviser.

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Investments & Alternatives

Location & Offices