CRD: 164880
Jackson Private Wealth Management, Inc.
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- Custodian
- Jackson National Life · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2012
- Office Locations
- 1
Office Locations
About Jackson Private Wealth Management, Inc.
Jackson Private Wealth Management, Inc. is a Cocoa, FL-based boutique RIA led by President Scott Conrad Jackson. The firm provides wealth management and financial planning, including portfolio construction, estate and tax planning, and insurance/life insurance guidance, serving retirees, business owners, and entrepreneurs. Portfolios emphasize asset allocation using mutual funds and ETFs, with cash sleeves; custody relationships include Merrill Lynch and Morgan Stanley.
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Investment Themes
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Owner & Executives
SCOTT CONRAD JACKSON
President
- CRD
- #4488581
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Taely Geisler
--
- CRD
- #8052467
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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