|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jackson Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 147642 |
| SEC # | 801-69469 |
| CIK # | 0001536799 |
| AUM | $856.7 M (2025-03-25) |
| Employees | 11 (55% Investors, 27% Brokers) |
| Phone | 407-585-0235 |
| Address | 755 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 65.9 | ||
| Broadcom Inc | 46.9 | ||
| Apple Inc | 41.0 | ||
| KLA Tencor Corp | 19.5 | ||
| Costco Wholesale Corp /NEW | 19.4 | ||
| Mastercard Inc | 16.9 | ||
| Facebook Inc | 13.6 | ||
| Nvidia Corp | 11.4 | ||
| Evercore Partners Inc | 10.5 | ||
| Oracle Corp | 10.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 163.6 |
| (b) Individuals (high net worth individuals) | 243 | 693.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,107 | 856.7 |
| By Discretionary | ||
| Discretionary | 2,869 | 798.0 |
| Non-Discretionary | 238 | 58.7 |
| Total | 3,107 | 856.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 856.7 | |
| Total | 3,107 | 856.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536799] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MBE Wealth Management LLC
✚
|
WI | 0.9 |
|
TFB Advisors LLC
✚
|
KS | 0.9 |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 0.9 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 0.9 |
|
MEOW Advisory LLC
✚
|
0.9 | |
|
Auxier Asset Management LLC
✚
|
OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
✚
|
0.9 | |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.9 |
|
TSFG LLC
✚
|
IL | 0.9 |