JACKSON WEALTH MANAGEMENT, LLC
CRD #147642 SEC #801-69469 LAKE MARY, FL 407-585-0235
SEC Registered
Total AUM
$856.7M
Discretionary
$798M
Employees
11
Clients
0
Accounts
3,107
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $856.7M | $798M | $58.7M | 11 | 0 |
| Mar 2025 | $856.7M | $798M | $58.7M | 11 | 0 |
| Nov 2024 | $820.9M | $763.7M | $57.2M | 11 | 0 |
| Mar 2024 | $820.9M | $763.7M | $57.2M | 11 | 0 |
| Mar 2023 | $692.1M | $641.7M | $50.4M | 9 | 0 |
| Jan 2023 | $805.9M | $736.7M | $69.2M | 9 | 10 |
| Mar 2022 | $805.9M | $736.7M | $69.2M | 9 | 10 |
| Sep 2021 | $759M | $526.6M | $232.4M | 8 | 10 |
| Mar 2021 | $759M | $526.6M | $232.4M | 8 | 10 |
| Jun 2020 | $546.8M | $529.2M | $17.6M | 11 | 20 |
| May 2020 | $546.8M | $529.2M | $17.6M | 11 | 20 |
| Mar 2020 | $546.8M | $529.2M | $17.6M | 11 | 20 |
| Dec 2019 | $493.9M | $399.2M | $94.7M | 9 | 20 |
| Mar 2019 | $493.9M | $399.2M | $94.7M | 10 | 20 |
| Apr 2018 | $437.8M | $412.8M | $25M | 12 | 20 |
| Mar 2018 | $437.8M | $412.8M | $25M | 12 | 20 |
| Dec 2017 | $436.1M | $412.1M | $24M | 12 | 20 |
| Feb 2017 | $317.6M | $317.6M | $0 | 12 | 500 |
| Mar 2016 | $301.5M | $301.5M | $0 | 10 | 500 |
| Apr 2015 | $351.4M | $351.4M | $0 | 10 | 500 |
| Mar 2015 | $351.4M | $351.4M | $0 | 10 | 500 |
| Aug 2014 | $318.3M | $318.3M | $0 | 12 | 500 |
| May 2014 | $318.3M | $318.3M | $0 | 12 | 500 |
| Apr 2014 | $318.3M | $318.3M | $0 | 13 | 500 |
| Feb 2014 | $318.3M | $318.3M | $0 | 13 | 500 |
| May 2013 | $264.1M | $264.1M | $0 | 10 | 500 |
| Feb 2013 | $264.1M | $264.1M | $0 | 10 | 500 |
| Feb 2013 | $264.1M | $264.1M | $0 | 10 | 500 |
| Feb 2013 | $264.1M | $264.1M | $0 | 10 | 500 |
| Nov 2012 | $264.7M | $264.7M | $0 | 8 | 500 |
| Sep 2012 | $264.7M | $264.7M | $0 | 11 | 500 |
| May 2012 | $264.7M | $264.7M | $0 | 11 | 500 |
| May 2012 | $264.7M | $264.7M | $0 | 11 | 500 |
| May 2012 | $264.7M | $264.7M | $0 | 11 | 500 |
| Mar 2012 | $264.7M | $264.7M | $0 | 11 | 500 |
| Aug 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Jul 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Jul 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Jun 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Apr 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Apr 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Apr 2011 | $275.8M | $275.8M | $0 | -- | -- |
| Sep 2010 | $193.9M | $193.9M | $0 | 5 | -- |
| Sep 2010 | $193.9M | $193.9M | $0 | 5 | -- |
| Sep 2010 | $193.9M | $193.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$856.7M
Discretionary$798M
Non-Disc.$58.7M
Employees11
Clients0
DateMar 2025
Total AUM$856.7M
Discretionary$798M
Non-Disc.$58.7M
Employees11
Clients0
DateNov 2024
Total AUM$820.9M
Discretionary$763.7M
Non-Disc.$57.2M
Employees11
Clients0
DateMar 2024
Total AUM$820.9M
Discretionary$763.7M
Non-Disc.$57.2M
Employees11
Clients0
DateMar 2023
Total AUM$692.1M
Discretionary$641.7M
Non-Disc.$50.4M
Employees9
Clients0
DateJan 2023
Total AUM$805.9M
Discretionary$736.7M
Non-Disc.$69.2M
Employees9
Clients10
DateMar 2022
Total AUM$805.9M
Discretionary$736.7M
Non-Disc.$69.2M
Employees9
Clients10
DateSep 2021
Total AUM$759M
Discretionary$526.6M
Non-Disc.$232.4M
Employees8
Clients10
DateMar 2021
Total AUM$759M
Discretionary$526.6M
Non-Disc.$232.4M
Employees8
Clients10
DateJun 2020
Total AUM$546.8M
Discretionary$529.2M
Non-Disc.$17.6M
Employees11
Clients20
DateMay 2020
Total AUM$546.8M
Discretionary$529.2M
Non-Disc.$17.6M
Employees11
Clients20
DateMar 2020
Total AUM$546.8M
Discretionary$529.2M
Non-Disc.$17.6M
Employees11
Clients20
DateDec 2019
Total AUM$493.9M
Discretionary$399.2M
Non-Disc.$94.7M
Employees9
Clients20
DateMar 2019
Total AUM$493.9M
Discretionary$399.2M
Non-Disc.$94.7M
Employees10
Clients20
DateApr 2018
Total AUM$437.8M
Discretionary$412.8M
Non-Disc.$25M
Employees12
Clients20
DateMar 2018
Total AUM$437.8M
Discretionary$412.8M
Non-Disc.$25M
Employees12
Clients20
DateDec 2017
Total AUM$436.1M
Discretionary$412.1M
Non-Disc.$24M
Employees12
Clients20
DateFeb 2017
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees12
Clients500
DateMar 2016
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees10
Clients500
DateApr 2015
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees10
Clients500
DateAug 2014
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees12
Clients500
DateMay 2014
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees12
Clients500
DateApr 2014
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees13
Clients500
DateFeb 2014
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees13
Clients500
DateMay 2013
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees10
Clients500
DateFeb 2013
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees10
Clients500
DateFeb 2013
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees10
Clients500
DateFeb 2013
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees10
Clients500
DateNov 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees8
Clients500
DateSep 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees11
Clients500
DateMay 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees11
Clients500
DateMay 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees11
Clients500
DateMay 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees11
Clients500
DateAug 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees5
Clients--