Jackson Wealth Management LLC

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Assets, Funds, Holdings

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Jackson Wealth Management LLC
CRD #147642
SEC #801-69469
CIK #1536799
AUM $493.9 MM (81% Disc, 100% US)
Employees10 (80% Investors, 40% Brokers)
Phone407-585-0235
Address755 Primera Blvd
Lake Mary, FL 32746
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 43.7
SPLG 23.1
SPTM 12.2
WMT 286,110.0 11.1
SPAB 10.6
SPYG 10.3
VTI 9.6
AAPL 843,560.0 9.6
SPYV 9.6
MSFT 865,660.0 9.5
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Holdings by Sector ($BB)
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