JACKSON PRIVATE WEALTH MANAGEMENT, INC.

Overview

Jackson Private Wealth Management, Inc. is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm combines traditional advisory roles — financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers — with insurance distribution and other financial product sales. Fee arrangements are flexible: the firm charges percentage-of-AUM fees as well as hourly and fixed fees, and it can use other fee structures where appropriate. Investment activity is centered on allocating client capital across public mutual funds and third-party alternative managers. The firm is explicitly described as a capital allocator, which indicates it sources and places client capital into external mutual fund sleeves and alternative fund managers rather than predominantly managing large in-house stock portfolios. Jackson Private Wealth Management, Inc. is not an active ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices