Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is a registered investment adviser based in Lake Mary, Florida, providing investment advisory services since 2008. The firm offers financial planning services, asset management services, selection of other advisers, and pension consulting services. Financial planning services involve tailored advisory services based on individual needs, with an hourly fee of $250. Asset management services include discretionary portfolio management with fees based on a percentage of assets managed. The firm may recommend the services of third-party investment advisers and may receive compensation for such recommendations. Clients' funds and securities are held with independent qualified custodians, and the firm does not have physical custody over them. Clients receive monthly statements and quarterly performance reports. The firm does not vote proxies on behalf of clients and does not provide financial information to clients. Client privacy is a top priority, and the firm has policies in place to protect clients' personal information. In case of trade errors, corrective actions are taken to restore the account to its correct position. The firm does not determine class action lawsuits for securities held by clients.
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