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Page Brinkley Flanner

JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, Florida
Unclaimed Profile
755 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 3138146Firm CRD# 147642
01

About

Page Brinkley Flanner is a registered financial advisor based in LAKE MARY, Florida, affiliated with JACKSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC
AUM
$821M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at JACKSON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3138146
Firm CRD# 147642
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Page Brinkley Flanner offer?
Page Brinkley Flanner specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Page Brinkley Flanner's credentials?
Page Brinkley Flanner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Page Brinkley Flanner located?
Page Brinkley Flanner 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 Page Brinkley Flanner charge for services?
Page Brinkley Flanner'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.
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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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