Unclaimed Profile

George Paul Jackson

JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, Florida

SIE, Series 6, Series 7, Series 22, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFP ChFCClean record34 years registeredJACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 1688317Firm CRD# 147642

Profile Verification

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

Identity

George Paul Jackson · LAKE MARY, FL

Registration

CRD #1688317 · JACKSON WEALTH MANAGEMENT, LLC · 34 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

May 2026 – present

CETERA WEALTH SERVICES, LLC

May 2026 – present

JACKSON INVESTMENT MANAGEMENT, LLC

Apr 2014 – present

JACKSON WEALTH MANAGEMENT, LLC

Aug 2008 – present

MCDONOUGH CAPITAL MANAGEMENT, INC.

Apr 2017 – May 2026

Lake Mary, FL

RAYMOND JAMES FINANCIAL SERVICES

May 1992 – Oct 2008

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 13, 1992

Years registered · 34

Professional designations · CFP, ChFC

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 George

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

Not sure if George 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 George Paul Jackson offer?

George Paul Jackson specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are George Paul Jackson's credentials?

George Paul Jackson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Paul Jackson located?

George Paul Jackson 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 George Paul Jackson charge for services?

George Paul Jackson'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 →