Unclaimed Profile

Ashley Marie Ohlmacher

JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, Florida

Series 65Clean record4 years registeredJACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 7222882Firm CRD# 147642

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ashley Marie Ohlmacher · LAKE MARY, FL

Registration

CRD #7222882 · JACKSON WEALTH MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

May 2026 – present

JACKSON WEALTH MANAGEMENT, LLC

Apr 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 13, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACKSON WEALTH MANAGEMENT, LLC

CRD 147642 · SEC 801-69469

AUM

$821M

Regulatory assets under management

Employees

2,800 client accounts

Services offered by JACKSON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACKSON WEALTH MANAGEMENT, LLC →

Introduction

Speak with Ashley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ashley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Browse LAKE MARY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ashley Marie Ohlmacher offer?

Ashley Marie Ohlmacher specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Ashley Marie Ohlmacher's credentials?

Ashley Marie Ohlmacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ashley Marie Ohlmacher located?

Ashley Marie Ohlmacher is based in LAKE MARY, Florida, working with JACKSON WEALTH MANAGEMENT, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Ashley Marie Ohlmacher charge for services?

Ashley Marie Ohlmacher's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON WEALTH MANAGEMENT, LLC?

JACKSON WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $821M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →