Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is an SEC-registered mass-market adviser with $107.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Jackson Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310496, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $107.0M (2026-04-21)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 126
- CRD
- 310496
- Ownership
- JACKSON, STEFAN
How much AUM does Jackson Wealth Management, LLC have?
Jackson Wealth Management, LLC reported $107.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Jackson Wealth Management, LLC?
Disclosed owners and executives of Jackson Wealth Management, LLC include JACKSON, STEFAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.