What departments does Jackson Wealth Management, LLC have?

Jackson Wealth Management, LLC has employees across 3 departments including Accounting, Customer Success, Consultant.

What is the largest department at Jackson Wealth Management, LLC?

The largest department at Jackson Wealth Management, LLC is Accounting with 1 employees.

Where are Jackson Wealth Management, LLC employees located globally?

Jackson Wealth Management, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Jackson Wealth Management, LLC's team size changed over time?

Jackson Wealth Management, LLC's team has decreased from approximately 6 to 5 employees based on available data.

Jackson Wealth Management, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Jackson Wealth Management, LLC is a Florida-based financial services firm that provides integrated wealth management for individuals seeking a comprehensive, one-stop approach to money management. It supports clients in decisions around investments, retirement planning, taxes, and estate strategies, with an emphasis on personalized, ethical service. The firm operates as a SEC-registered investment adviser, with advisory services offered through Jackson Wealth Management, LLC and securities distributed through Osaic Wealth, Inc.; it is not affiliated with Osaic.
Based in Lake Mary, Florida, the firm maintains a small team, operates as an SEC-registered adviser with compliance in states where it serves clients, and is an affiliate of Jackson Retirement Planning, Inc. In June 2026, Carson Group announced a strategic partnership with Jackson Wealth Management to support the firm's next phase of growth.

Jackson Wealth Management, LLC Global Highlights

North America
14

United States Of America
14

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Jackson Wealth Management, LLC's Leadership

J. B.
Controller
Mobile Phone
Email
K. M.
Client Services Manager
Mobile Phone
Email
C. L.
Finance Assistant
Mobile Phone
Email
Y. D.
Wealth Advisor
Mobile Phone
Email

Jackson Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other

Contact profiles from Jackson Wealth Management, LLC

Name

Title

Contact

Location

Last Update

J. B.
Controller
Mobile Phone
Email
Oct 23, 2024
K. M.
Client Services Manager
Mobile Phone
Email
Oct 17, 2024
C. L.
Finance Assistant
Mobile Phone
Email
Puerto Rico
Feb 17, 2026
Y. D.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Jackson Wealth Management, LLC known for?

Jackson Wealth Management, LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-407-585-****

. Explore Jackson Wealth Management, LLC's company overview page for more information.

What is Jackson Wealth Management, LLC's most common email format?

Jackson Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jackson Wealth Management, LLC email formats with LeadIQ.

How many employees does Jackson Wealth Management, LLC have currently?

Jackson Wealth Management, LLC has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Jackson Wealth Management, LLC's key employees and leadership?

As of July 2026, Jackson Wealth Management, LLC's key employees include:

Controller: J. B.
Client Services Manager: K. M.
Finance Assistant: C. L.
Wealth Advisor: Y. D.

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Jackson Wealth Management, LLC Employee Directory

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