Jackson Wealth Management, LLC

Overview

Jackson Wealth Management, LLC is an independent registered investment adviser organized as an LLC and in operation since 2008. The firm reports an individual owner and positions itself as a capital allocator serving primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fees are charged as a percentage of assets under management and via hourly billing. The firm reports that it does not identify as an active ESG investor. Jackson Wealth Management lists industry relationships with other investment advisers, accounting professionals and insurance companies, which aligns with its practice of using outside managers and advisers for certain client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices