Company Overview
- Headquarters
- 755 Primera Boulevard Suite 1001, Lake Mary FL
- Website
- jacksonwm.com
- Phone
- (407) 585-0235
- Employees
- 10
- Founded in
- 2008
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
Who is Jackson Wealth Management
Jackson Wealth Management, LLC, is a financial advisory firm based in Lake Mary, Florida. The firm employs 10 individuals and generates an annual revenue of $5.4 million. Jackson Wealth Management provides a comprehensive suite of financial services tailored to high-income individuals and high-net-worth families. Their services encompass financial planning, tax preparation, and investment services, acting as a one-stop family office for their clientele. The firm distinguishes itself through its quantitative, proprietary approach to investing and risk management. Founder George P. Jackson earned recognition for his expertise, being named to Forbes' "Best-in-State Wealth Advisors" list in 2018. Clients can connect with Jackson Wealth Management through their website at jacksonwm.com. Securities are offered through Triad Advisors, LLC, while advisory services are provided by Jackson Wealth Management, LLC.
Jackson Wealth Management Industry Tags
Jackson Wealth Management Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 5M | 14 | Sherman Oaks, CA | 1989 | |
| 5M | 1 | Elizabeth, CO | 2015 | |
| 5M | 21 | Phoenix, AZ | 1994 | |
| 5M | 12 | San Jose, CA | 2001 | |
| 5M | 24 | Diamond Bar, CA | 1991 |