Jackson Wealth Management, LLC

Financial ServicesFlorida, United States11-50 Employees

Jackson Wealth Management is passionate about making a meaningful difference in clients’ lives through comprehensive, integrated wealth management. We specialize in helping clients make confident financial decisions by serving as their trusted “one-stop shop” for anything money related, from investments and retirement planning to taxes and estate strategies.

Our mission is to serve as a lifetime financial partner, helping clients achieve their goals through integrated, ethical, and personalized wealth management solutions. 

George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services offered through Jackson Wealth Management, LLC. Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc. Jackson Wealth Management, LLC is not affiliated with Osaic Wealth, Inc.

JWM is an SEC registered investment adviser located in Lake Mary, Florida.  JWM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which JWM maintains clients. JWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Sign up for free to view info

Email Format Employee directory