JACKSON WEALTH INC

Overview

Jackson Wealth Inc. operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is owned by an individual and does not engage in active ESG investing or operate as a multi-state adviser. Jackson Wealth Inc. also functions as a capital allocator, indicating a focus on investment management and strategic asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices