Unclaimed Profile

Sherry Lea Watson

JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, Florida

Clean recordJACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 6153302Firm CRD# 147642

Profile Verification

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

Identity

Sherry Lea Watson · LAKE MARY, FL

Registration

CRD #6153302 · JACKSON WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sherry Lea Watson 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

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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# 6153302

Firm CRD# 147642

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sherry Lea Watson offer?

Sherry Lea Watson specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Sherry Lea Watson's credentials?

Sherry Lea Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherry Lea Watson located?

Sherry Lea Watson 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 Sherry Lea Watson charge for services?

Sherry Lea Watson'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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