Jackson Wealth Management is an investment advisor in Lake Mary with $805.89 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
262745976
SEC advisor number
801-69469
FINRA CRD number
147642
AUM ?
$820.90 mm
(as of 26 Mar 24)
Accounts
2,800
(as of 26 Mar 24)
Employees
11
(5 investment advisory or research)
Address
Jackson Wealth Management
755 PRIMERA BLVD.
SUITE 1001
LAKE MARY
FL 32746
755 PRIMERA BLVD.
SUITE 1001
LAKE MARY
FL 32746
Phone
(407) 585-0235
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Dec 21