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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| BRADSHAW, JACQUELINE, RUTH | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP & COO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP & COO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP & COO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| FLANNER, PAGE, BRINKLEY | I | VP, COO & CCO | NA | Control |
| HENDERSON, ASHLEY, MARIE | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| KERSLAKE, SHERRY, ANNE | I | VP & CFO | NA | Control |
| KERSLAKE, SHERRY, ANNE | I | VP & CFO | NA | Control |
| KERSLAKE, SHERRY, ANNE | I | VP & CFO | NA | Control |
| KERSLAKE, SHERRY, ANNE | I | VP & CFO | NA | Control |
| Ohlmacher, Ashley, Marie | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| Ohlmacher, Ashley, Marie | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| Ohlmacher, Ashley, Marie | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| Ohlmacher, Ashley, Marie | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| Ohlmacher, Ashley, Marie | I | CHIEF COMPLIANCE OFFICER/CONTROLLER | NA | Control |
| WATSON, SHERRY, LEA | I | VP & CCO | NA | Control |
| WATSON, SHERRY, LEA | I | VP & CCO | NA | Control |
| WATSON, SHERRY, LEA | I | VP & CCO | NA | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
| JACKSON, GEORGE, PAUL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (14)
AL CA FL GA LA ME MI NC NY PA SC TN TX VA
Address
755 PRIMERA BLVDSUITE 1001
LAKE MARY, FL 32746
United States
Phone: 407-585-0235