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JACKSON WEALTH MANAGEMENT, LLC
Tel: 407-585-0235
755 Primera Blvd Suite 1001
Lake Mary, Florida 32746
JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC is a Lake Mary, Florida based financial advisory firm with nearly $820,900,000 in assets under management and provides investment advisory services for 2800 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
147642
SEC#:
801-69469
No. of Clients:
2800
Assets under Management
$820,900,000
No. of Advisors:
11
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