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Matthew Paul Jackson

Jackson Wealth Management, LLC

Lake Mary, FL

CRD 6393780

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Employer firm

Jackson Wealth Management, LLC CRD 147642

$1.07B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Jackson Wealth Management, Llc

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-11-21
  • FL RA
    APPROVED
    Since 2014-11-21

Branch Locations

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • 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
OrganizationCityStateFromTo
Jackson Wealth Management, Llc Lake Mary FL 01/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-17
  • S65 Uniform Investment Adviser Law Examination
    2014-11-17

View on SEC IAPD

Nearby Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH

Nearby Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS

Nearby Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL

More in Lake Mary, FL

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