Stefan Jackson

Employer firm

Jackson Wealth Management, LLC CRD 310496

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2014-03-05

Designations

• Certified Financial Planner