# Jackson Wealth Management

Jackson Wealth Management is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.jacksonwm.com
- **LinkedIn:** https://www.linkedin.com/company/jackson-wealth-mgmt

## Regulatory record

- **CRD number:** 310496
- **SEC file number:** 801-61445
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310496

## About

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 3 employees and 9 investment advisers.

## Sectors

- Wealth Management

## Related profiles

- [Jackson Square Capital](https://altss.com/profile/jackson-square-capital)
- [Jacksonville Plumbers and Pipefitters Pension Plan](https://altss.com/profile/jacksonville-plumbers-and-pipefitters-pension-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/jackson-wealth-management

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