Jackson Wealth Management LLC


Assets, Funds, Holdings

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Jackson Wealth Management LLC
CRD #147642
SEC #801-69469
CIK #1536799
AUM $546.8 MM (97% Disc, 100% US, 2020-03-31)
Employees11 (64% Investors, 36% Brokers)
Address755 Primera Blvd
Lake Mary, FL 32746
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($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
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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
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