Jackson Wealth Management LLC

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Jackson Wealth Management LLC
CRD #147642
SEC #801-69469
CIK #1536799
AUM $546.8 MM (97% Disc, 100% US, 2020-03-31)
Employees11 (64% Investors, 36% Brokers)
Phone407-585-0235
Address755 Primera Blvd
Lake Mary, FL 32746
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
55044033022011002007201120162021
Sector Issuer Cap ($MM) Value ($MM)
BIL 36.0
IVV 26.6
JPST 17.8
SPYV 14.2
SPYG 12.5
SPLG 11.0
SPSB 10.5
FLOT 9.9
MSFT 1,376,930.0 9.0
AMD 62,300.0 8.0
View All
Holdings by Sector ($)
0.40.30.20.20.10.02013201520172020
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Consilium Wealth Management LLC
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Roberts Peavy & Friedman LLC
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Rodgers Brothers Inc
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