Jackson Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Jackson Wealth Management LLC
CRD #147642
SEC #801-69469
CIK #1536799
AUM $493.9 MM (81% Disc, 100% US)
Employees9 (89% Investors, 44% Brokers)
Phone407-585-0235
Address755 Primera Blvd
Lake Mary, FL 32746
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4953962971989902007201120162021
Sector Holding Cap ($MM) Value ($MM)
BIL36.0
IVV26.6
JPST17.8
SPYV14.2
SPYG12.5
SPLG11.0
SPSB10.5
FLOT9.9
MSFT865,660.09.0
AMD24,800.08.0
View All
Holdings by Sector ($)
0.40.30.20.20.10.02013201520172020
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CAK Capital Management Inc
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Wagner Wealth Management LLC
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Liquid Strategies LLC
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Modern Portfolio Management Inc
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FJY Financial LLC
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