Inactive

Stefan Jackson

Jackson Wealth Management, LLC

Castle Rock, CO

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Current Employers

Jackson Wealth Management, Llc

115 Wilcox St Suite 220, Castle Rock, CO 80104 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-02-03
CO	RA	APPROVED	2020-10-23

TX RA
APPROVED_RES

Since 2023-02-03
CO RA
APPROVED

Since 2020-10-23

Branch Locations

115 Wilcox St Suite 220, Castle Rock, CO 80104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors, Inc	Fort Worth	TX	01/2014	11/2016
Lincoln Financial Advisors Corp	Denver	CO	11/2016	06/2017
Personal Capital Advisors Corporation	San Francisco	CA	06/2017	08/2020
Highlands Church	Castle Rock	CO	08/2020	02/2022
Jackson Wealth Management, Llc	Castle Rock	CO	08/2020	Present
Farther	Castle Rock	CO	08/2025	Present

01/2014 → 11/2016

Valic Financial Advisors, Inc

Fort Worth, TX
11/2016 → 06/2017

Lincoln Financial Advisors Corp

Denver, CO
06/2017 → 08/2020

Personal Capital Advisors Corporation

San Francisco, CA
08/2020 → 02/2022

Highlands Church

Castle Rock, CO
08/2020 → Present

Jackson Wealth Management, Llc

Castle Rock, CO
08/2025 → Present

Farther

Castle Rock, CO

Previous Registrations

2025-08-11 → 2026-02-24

Farther

Centennial, CO

San Francisco, CA

Castle Rock, CO
2017-06-23 → 2020-08-27

Personal Capital Advisors Corporation

Denver, CO

Denver, CO
2016-11-07 → 2017-06-28

Osaic Fa, Inc.

Denver, CO
2014-04-01 → 2016-11-09

Valic Financial Advisors, Inc.

Addison, TX

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-05

S66 Uniform Combined State Law Examination

2014-03-05

Designations

View on SEC IAPD

Other Firms

JACKSON CREEK INVESTMENT ADVISORS LLC

FUTURE CAPITAL MANAGEMENT INC.

BRAND ASSET MANAGEMENT GROUP, INC.

FIDELIS WEALTH ADVISORS

PFS INVESTMENTS INC.

CRUSONIA WEALTH ADVISORS LLC

Other Investors

BRIAN THOMAS HARVEY

CHRISTOPHER SEAN MCQUILLAN

Benjamin Guillon

SHANE BRIAN CALLAHAN

JUSTIN LOUIS KOHNKE

CRAIG WILLIAM BROOKS

Joshua Ryan Bustos

JOHN RAY RIDDLE

Other Offices

JACKSON CREEK INVESTMENT ADVISORS LLC · CASTLE ROCK, CO

CIM · CASTLE ROCK, CO

FUTURE CAPITAL MANAGEMENT INC. · CASTLE ROCK, CO

BRAND ASSET MANAGEMENT GROUP, INC. · Castle Rock, CO

FIDELIS WEALTH ADVISORS · CASTLE ROCK, CO

EDWARD JONES · CASTLE ROCK, CO

PFS INVESTMENTS INC. · CASTLE ROCK, CO

CRUSONIA WEALTH ADVISORS LLC · Castle Rock, CO

More in Castle Rock, CO

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