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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

Wealth Made Simple

About Jackson Wealth Management

Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.



As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.



We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.



George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives.

General Information

Firm Start Year

2021

CRD#

1688317

Firm CRD#

147642

Name of Broker/Dealer

Triad Advisors, LLC

States Licensed in

FL

Years of Experience in Financial Services

32

Number of Years with Current Firm

29

Work Experience

Auditor and consultant with the international accounting firm Pricewaterhouse Coopers, CPA's

Chief Financial Officer of two public companies.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Tax Advice and Services, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Money Management

Services

Investment Types

Insurance, Annuities, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Via Phone, Our Offices, Video Conference, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®, CPA, CLU®, CMT®, ChFC®

Securities Licenses

Series 63, Series 65, Series 22, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Health, Long Term Care, Life

Firm Information

Advisor's Number of Clients

615

Advisor's Number of Managed Clients

615

Assets Managed by Advisor

816,133,696.63

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Commissions

Fee % Based on Assets

Tiered

Education

Bachelor of Business Administration - Accounting

University of Cincinnati
08/01/1966 - 05/12/1970

Masters of Business Administration - Quantitative Analysis

Cincinnati
08/01/1970 - 07/01/1971

Disclosures

FORM ADV PART2A Click here to view

FORM CRS Click here to view

Disclaimer

Securities Offered through Triad Advisors, LLC. 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 Triad Advisors, LLC.