Hedge Fund Database

JACKSON WEALTH MANAGEMENT, LLC

Adviser information for JACKSON WEALTH MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,600 $763.7M
Non-Discretionary 200 $57.2M
Total 2,800 $820.9M

Clients

Type Number RAUM
Individuals 400 $182.7M
HNW Individuals 230 $638.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-69469
SEC ERA File Number 801-69469
SEC CIK Numbers 1536799
SEC CRD Numbers 147642
Legal Entity Identifier None

Principal Office

755 PRIMERA BLVD
SUITE 1001
LAKE MARY
FL
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 407-585-0235, Fax: 407-585-0237

Websites

www.jacksonwm.com www.linkedin.com/company/jackson-wealth-management-llc www.facebook.com/jwmllc

Chief Compliance Officer

ASHLEY M. OHLMACHER
CONTROLLER
755 PRIMERA BLVD
SUITE 1001
LAKE MARY
FL
United States
Tel: (407) 585-0235 EXT 218
Fax: (407) 585-0237
(Full email address available in API data)

Industry Affiliates

GEORGE P JACKSON P.A. CPA Accountant or accounting firm
JACKSON INVESTMENT MANAGEMENT, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JACKSON, GEORGE, PAUL Individual – MANAGING MEMBER 06/2008 > 75%
Ohlmacher, Ashley, Marie Individual – CHIEF COMPLIANCE OFFICER/CONTROLLER 10/2022 < 5%

No. Employees, Historic

2010020192020202120222023202420259 on 12/19/201911 on 3/31/202011 on 5/29/202011 on 6/5/20208 on 3/31/20218 on 9/22/20219 on 3/31/20229 on 3/31/20229 on 1/3/20239 on 3/30/202311 on 3/26/2024

RAUM, Historic

900M450M02019202020212022202320242025493913287 on 12/19/2019546775000 on 3/31/2020546775000 on 5/29/2020546775000 on 6/5/2020758964318 on 3/31/2021758964318 on 9/22/2021805887008 on 3/31/2022805887008 on 3/31/2022805887008 on 1/3/2023692100000 on 3/30/2023820900000 on 3/26/2024

No. Clients, Historic

1,00050002019202020212022202320242025822 on 12/19/2019959 on 3/31/2020959 on 5/29/2020959 on 6/5/2020633 on 3/31/2021633 on 9/22/2021867 on 3/31/2022867 on 3/31/2022867 on 1/3/2023650 on 3/30/2023630 on 3/26/2024

Holdings

From latest 13F, filed July 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
METLIFE STOCK INDEX PORTFOLIO 0 227K 5K –
EQ/EQUITY 500 INDEX 0 614K 5K –
EQ/EQUITY 500 INDEX 0 294K 5K –
500 INDEX 0 261K 6K –
TAWMCUSGROWTH 0 256K 6K –
500 INDEX 0 380K 8K –
WESTERN ASSET MANAGEMENT US GOVERNME 0 202K 12K –
METLIFE STOCK INDEX PORTFOLIO 0 955K 18K –
EQ/QUALITY BOND PLUS 0 233K 24K –
DWS GOVT MONEY MARKET VIP 0 300K 27K –
AVIP S&P 500(R) INDEX (GEODE) 0 2M 34K –
EQ/EQUITY 500 INDEX 0 4M 35K –
WESTERN ASSET MANAGEMENT US GOVERNME 0 696K 41K –
METLIFE STOCK INDEX PORTFOLIO 0 2M 42K –
AVIP FEDERATED CORE PLUS BOND 0 374K 44K –
HARTFORD DISCIPLINED EQUITY HLS FUND 0 304K 47K –
METLIFE STOCK INDEX PORTFOLIO 0 2M 47K –
EQ/AB SHORT DUR GOV BOND 0 453K 48K –
EQ/EQUITY 500 INDEX 0 3M 54K –
WESTERN ASSET MANAGEMENT US GOVERNME 0 904K 60K –
PIMCO SHORT-TERM PORTFOLIO 0 709K 67K –
AVIP S&P 500(R) INDEX (GEODE) 0 3M 69K –
DWS EQUITY 500 INDEX VIP 0 4M 94K –
EQ/AB SHORT DUR GOV BOND 0 914K 100K –
TAAEGONUSGOVSEC 0 274K 153K –
TAJPMGNENINDX 0 1M 324K –
TAAEGONUSGOVSEC 0 445K 344K –
SCHWAB CHARLES FAMIL TRSY OBL V 0 454K 454K –
TAJPMGNENINDX 0 6M 860K –
SCHWAB CHARLES FAMIL GOVT MMKT 0 967K 967K –
SCHWAB CHARLES FAMIL TREAS OBL 0 1M 1M –
APPLE INC COM AAPL 23M 110K –
AUTOMATIC DATA PROCESSING IN COM ADP 2M 9K –
AF US GOVERNMENT MONEY MARKET-A AFAXX 15K 15K –
AMERICAN FINL GROUP INC OHIO COM AFG 1M 11K –
GALLAGHER ARTHUR J & CO COM AJG 4M 16K –
ADVANCED MICRO DEVICES INC COM AMD 2M 10K –
AMGEN INC COM AMGN 1M 3K –
AMAZON COM INC COM AMZN 3M 18K –
ARES MANAGEMENT CORPORATION CL A COM STK ARES 3M 25K –
BROADCOM INC COM AVGO 17M 11K –
BERKSHIRE HATHAWAY INC DEL CL B NEW BRKB 2M 5K –
BLACKSTONE INC COM BX 4M 35K –
CADENCE DESIGN SYSTEM INC COM CDNS 3M 8K –
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL CMLIX 675K 14K –
CENCORA INC COM COR 4M 17K –
COSTCO WHSL CORP NEW COM COST 10M 12K –
CALMARE THERAPEUTICS INC COM CTTC 0 127K –
ISHARES TR CORE DIV GRWTH DGRO 8M 133K –
DUKE ENERGY CORP NEW COM NEW DUK 305K 3K –
EL CAPITAN PRECIOUS METALS I COM ECPN 0 16K –
EDISON INTL COM EIX 780K 11K –
ELEVANCE HEALTH INC COM ELV 1M 3K –
EATON CORP PLC SHS ETN 5M 16K –
EVERCORE INC CLASS A EVR 5M 24K –
ALPHABET INC CAP STK CL C GOOG 4M 24K –
ALPHABET INC CAP STK CL A GOOGL 5M 25K –
HOME DEPOT INC COM HD 957K 3K –
ISHARES TR CORE HIGH DV ETF HDV 2M 14K –
ISHARES TR CORE S&P500 ETF IVV 9M 16K –
ISHARES TR RUSSELL 3000 ETF IWV 865K 3K –
ISHARES TR RUS TP200 GR ETF IWY 5M 22K –
ISHARES TR US TECH ETF IYW 4M 25K –
JPMORGAN CHASE & CO COM JPM 201K 996 –
KLA CORP COM NEW KLAC 11M 13K –
COCA COLA CO COM KO 2M 31K –
KROGER CO COM KR 972K 19K –
LINDE PLC SHS LIN 2M 5K –
ELI LILLY & CO COM LLY 4M 4K –
LOCKHEED MARTIN CORP COM LMT 5M 10K –
LAM RESEARCH CORP COM LRCX 6M 6K –
MASTERCARD INCORPORATED CL A MA 8M 18K –
MCDONALDS CORP COM MCD 5M 18K –
META PLATFORMS INC CL A META 3M 6K –
VANGUARD WORLD FD MEGA CAP INDEX MGC 2M 10K –
VANGUARD WORLD FD MEGA GRWTH IND MGK 3M 10K –
MERCK & CO INC COM MRK 3M 28K –
MICROSOFT CORP COM MSFT 35M 79K –
NEXTERA ENERGY INC COM NEE 4M 62K –
NVIDIA CORPORATION COM NVDA 2M 19K –
NXP SEMICONDUCTORS N V COM NXPI 2M 7K –
ISHARES TR S&P 100 ETF OEF 8M 30K –
PALO ALTO NETWORKS INC COM PANW 1M 3K –
PAYCHEX INC COM PAYX 511K 4K –
PARKER-HANNIFIN CORP COM PH 1M 3K –
PARK NATL CORP COM PRK 482K 3K –
INVESCO QQQ TR UNIT SER 1 QQQ 5M 10K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM 7M 36K –
QORVO INC COM QRVO 803K 7K –
ISHARES TR MSCI USA QLT FCT QUAL 916K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL RSPU 935K 16K –
VANECK ETF TRUST SEMICONDUCTR ETF SMH 3M 13K –
SCHWAB VALUE ADVANTAGE MONEY ULTRA SNAXX 1M 1M –
SYNOPSYS INC COM SNPS 3M 4K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ 5M 85K –
SPDR SER TR PORTFOLIO S&P500 SPLG 8M 122K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO 985K 11K –
SPDR S&P 500 ETF TR TR UNIT SPY 1M 2K –
SCHWAB GOVERNMENT MONEY SWGXX 10K 10K –
SCHWAB MUNI MONEY FUND VALUE ADVANTAGE SHARES SWTXX 222K 222K –
SCHWAB VALUE ADVANTAGE MONEY INV SWVXX 21M 21M –
STRYKER CORPORATION COM SYK 204K 600 –
UNITED STATES TREASURY BILL RE-ISSUE 06/06/2024 TSRYS56429 59M 60M –
UBS GROUP AG SHS UBS 3M 87K –
UNITEDHEALTH GROUP INC COM UNH 331K 649 –
UNITED RENTALS INC COM URI 3M 5K –
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF USMC 3M 48K –
VISA INC COM CL A V 2M 9K –
VANGUARD HEALTH CARE FUND VGHCX 251K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS VOO 39M 79K –
VERTEX PHARMACEUTICALS INC COM VRTX 875K 2K –
VANGUARD INDEX FDS TOTAL STK MKT VTI 685K 3K –
VANGUARD INDEX FDS GROWTH ETF VUG 9M 23K –
VANGUARD WHITEHALL FDS HIGH DIV YLD VYM 1M 11K –
WALMART INC COM WMT 582K 9K –
WP CAREY INC COM WPC 252K 5K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG 3M 67K –
EXXON MOBIL CORP COM XOM 3M 25K –