JACKSON WEALTH MANAGEMENT, LLC

Overview

Jackson Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It identifies itself as a capital allocator, which aligns with its use of third-party managers and external funds. The firm does not self-identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant. Its advisory scope centers on retail private clients rather than institutional or retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives