Jackson Wealth Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$282K

Accounts

380

Employees

Advisory reps

Firm details

Headquarters: Castle Rock, Colorado
CRD number: 310496
Registered since: May 21, 2026
Website: www.jacksonwealthmanagement.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI63.25%
Individuals36.75%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jackson Wealth Management, LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm provides fee-based wealth management primarily for individuals and families, charging a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. The firm acts as a capital allocator, directing client capital to external managers and funds. Jackson Wealth is not positioned as an ESG-focused manager and is not registered as a multi-state adviser.