JACKSON WEALTH MANAGEMENT, LLC

LAKE MARY, Florida·6 registered advisors·CRD# 147642
SEC# 801-694691407-585-0235
01

Firm Overview

AUM
$821M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JACKSON WEALTH MANAGEMENT, LLC

6 registered advisors
Ashley Marie Ohlmacher
LAKE MARY, Florida
George Paul Jackson
LAKE MARY, Florida
Jacqueline Ruth Bradshaw
LAKE MARY, Florida
Page Brinkley Flanner
LAKE MARY, Florida
Sherry Anne Kerslake
LAKE MARY, Florida
Sherry Lea Watson
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
6 advisors

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Data sourced from SEC Form ADV filings. JACKSON WEALTH MANAGEMENT, LLC (CRD# 147642) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.