JACKSON WEALTH MANAGEMENT, LLC

Overview

Jackson Wealth Management, LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2008. The firm is individually owned and positions itself as a capital allocator for individual and family clients, blending financial planning with discretionary portfolio management and occasional pension-consulting work. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm charges clients on a percentage-of-assets basis and can bill hourly, and it reports that it is not an active ESG investor. Jackson Wealth Management operates primarily as a single-state adviser per its filings and identifies relationships with other industry participants such as accounting and insurance firms as part of its referral and service network.

Assets & Accounts

Public Holdings

Investments & Alternatives