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Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC.
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC. |
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About Jackson Wealth Management |
Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.
As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.
We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.
George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including
CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives. |
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General Information |
| Years of Experience in Financial Services: |
32
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| Work Experience: |
Auditor and consultant with the international accounting firm Pricewaterhouse Coopers, CPA's
Chief Financial Officer of two public companies.
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| Number of Years with Current Firm: |
29
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Triad Advisors, LLC
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| States Willing to do Business in: |
Lake Mary, Heathrow, Alaqua, Winter Park, Longwood, Windermere, Isleworth, Oviedo, Orlando, Oakland, Belle Isle, Edgewood, Maitland, Lake Nona Isle Worth, Doctor Phillips, Celebration, New Smyrna Beach, Ponce Inlet, Belle Isle, Winter Springs, Melbourne Village, Malabar, Port Orange
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| Advisory Services Provided: |
Tax Advice and Services, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Investment Advice & Management
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Services |
| Investment Types: |
Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office, Our Offices, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CPA, CFA®, CLU®, CMT®, ChFC®, CFP®
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| Securities Licenses: |
Series 6, Series 7, Series 22, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health
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Firm Information |
| Assets Managed by Advisor: |
816,133,696.63
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| Advisor's Number of Clients: |
615
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| Advisor's Number of Managed Clients: |
615
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
Tiered
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| Compensation Methods: |
Based on Assets, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$500K+
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