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JACKSON WEALTH MANAGEMENT, LLC

LAKE MARY, FL · CRD 147642 · IAPD ↗ · jacksonwm.com · 407-585-0235

$1.07BRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — JACKSON WEALTH MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — JACKSON WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($856.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2024 — JACKSON WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
December 2024 — JACKSON WEALTH MANAGEMENT, LLC now reports custody of client assets ($820.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.