Data / Investment advisers / Florida / Jackson Wealth Management, LLC
Jackson Wealth Management, LLC, Lake Mary, FL: $1.1 billion AUM, SEC registered investment adviser
Jackson Wealth Management, LLC is an SEC registered investment adviser with its main office in Lake Mary, Florida and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 147642
- SEC file number
- 801-69469
- SEC status
- Approved, effective August 25, 2008
- Main office
- 755 Primera Blvd Suite 1001, Lake Mary, FL 32746
- Phone
- (407) 585-0235
- Website
- jacksonwm.com
- Regulatory AUM
- $1,069,600,000 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $1,001,600,000
- Non discretionary AUM
- $68,000,000
- Accounts
- 2,931
- Employees
- 10, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 278 | $869.2 million |
| Individuals (other than high net worth individuals) | 622 | $200.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.07 billion | March 6, 2026 |
| December 1, 2025 | $856.7 million | March 25, 2025 |
Other advisers in Lake Mary
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capacuity LLC | Lake Mary | $13.87 billion | Not listed | adviserinfo.sec.gov |
| Newport Group Consulting, LLC | Lake Mary | $5.05 billion | Not listed | adviserinfo.sec.gov |
| Shariaportfolio, Inc. | Lake Mary | $3.01 billion | 1 | adviserinfo.sec.gov |
| QTR Family Wealth, LLC | Lake Mary | $749.3 million | Not listed | adviserinfo.sec.gov |
| Collaborative Wealth | Lake Mary | $653.3 million | Not listed | adviserinfo.sec.gov |
| Familywealth | Lake Mary | $394.6 million | Not listed | adviserinfo.sec.gov |
| Familywealth Asset Management | Lake Mary | $177 million | Not listed | adviserinfo.sec.gov |
| Bluestar Wealth Management | Lake Mary | $139.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Mary, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Jackson Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.