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JACKSON WEALTH MANAGEMENT, LLC

CASTLE ROCK, CO · CRD 310496 · IAPD ↗ · 303-808-5229

$107.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — JACKSON WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — JACKSON WEALTH MANAGEMENT, LLC (CASTLE ROCK, CO) is newly SEC-registered with $107.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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