Jackson Wealth Inc

Overview

Jackson Wealth Inc. is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its fee schedule is flexible, including a percentage-of-AUM component as well as hourly and fixed-fee engagements. The firm also lists accounting among its business activities, and it does not present itself as a multi-state or ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices