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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.

Find Jackson Wealth Management, LLC employees' phone numbers or email addresses

Jackson Wealth Management, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Jackson Wealth Management, LLC's Leadership

  • Stylized image of a person
    Y. D.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Senior Vice President Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Senior Vice President, Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. J.
    Managing Member
    Phone icon
    Mobile Phone

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 Info
Location
Last Update
  • Stylized image of a person
    Y. D.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    M. J.
    Senior Vice President Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 09, 2026
  • Stylized image of a person
    M. M.
    Senior Vice President, Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    A. H.
    Controller
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    J. B.
    Controller
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. M.
    Client Services Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. J.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Aug 04, 2025
  • Stylized image of a person
    G. J.
    Managing Member
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    A. K.
    Operations Supervisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    C. L.
    Finance Assistant
    Phone icon
    Mobile Phone
    Puerto Rico
    Feb 17, 2026

Frequently Asked Questions

What is Jackson Wealth Management, LLC known for?

Minus sign iconPlus sign iconJackson Wealth Management, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 755 Primera Boulevard Suite 1001 Lake Mary, Florida 32746 United States; 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?

Minus sign iconPlus sign iconJackson 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?

Minus sign iconPlus sign iconJackson Wealth Management, LLC has approximately 7 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Vice President Of Wealth Management: Y. D.
  • Senior Vice President Wealth Advisor: M. J.
  • Senior Vice President, Wealth Advisor: M. M.
  • Controller: A. H.
  • Controller: J. B.

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