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Jackson Wealth Management
Jackson Wealth Management is an SEC-registered investment adviser in Montgomery, AL, registered since 2002. The firm manages $2.0 billion in assets, $2.0...
Jackson Wealth Management
Jackson Wealth Management is an SEC-registered investment adviser in Montgomery, AL, registered since 2002. The firm manages $2.0 billion in assets, $2.0 billion on a discretionary basis. It has 16 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lake Mary
Corporate office
Lake Mary, FL, United States
Sector focus
Frequently asked questions
What is Jackson Wealth Management?
Jackson Wealth Management is a bank / wealth / trust headquartered in Lake Mary, United States.
When was Jackson Wealth Management founded?
Jackson Wealth Management was founded in 2008.
Where is Jackson Wealth Management headquartered?
Jackson Wealth Management is headquartered in Lake Mary, United States, in the North America region.
What is Jackson Wealth Management's assets under management?
Jackson Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Jackson Wealth Management?
Altss maintains an OSINT-verified profile of Jackson Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Jackson Wealth Management's website?
Jackson Wealth Management's public website is www.jacksonwm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Jackson Wealth Management?
Jackson Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Jackson Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Jackson Wealth Management's Altss profile last updated?
Jackson Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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