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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Jackson Wealth Management LLC
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| CRD # | 147642 |
| SEC # | 801-69469 |
| CIK # | 1536799 |
| AUM | $546.8 MM (97% Disc, 100% US, 2020-03-31) |
| Employees | 11 (64% Investors, 36% Brokers) |
| Phone | 407-585-0235 |
| Address | 755 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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 ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shepherd Financial Partners LLC
✚
|
MA | 0.5 |
|
Nexus Group LLC
✚
|
CA | 0.5 |
|
Valor Capital Management LLC
✚
|
OH | 0.5 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.5 |
|
Ipswich Investment Management Company Inc
✚
|
MA | 0.5 |
|
Ferrell Wealth Management Inc
✚
|
FL | 0.5 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.5 |
|
World Trend Financial Planning Services Ltd
✚
|
IA | 0.5 |
|
Roberts Peavy & Friedman LLC
✚
|
TX | 0.5 |
|
Rodgers Brothers Inc
✚
|
PA | 0.5 |