Unclaimed Profile

Page Brinkley Flanner

JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, Florida

Clean recordJACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 3138146Firm CRD# 147642

Profile Verification

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

Identity

Page Brinkley Flanner · LAKE MARY, FL

Registration

CRD #3138146 · JACKSON WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Page

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

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

Firm Overview

Firm

JACKSON WEALTH MANAGEMENT, LLC

AUM

$821M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3138146

Firm CRD# 147642

View on FINRA BrokerCheck →

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 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →