$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2023
- Office Locations
- 1
Office Locations
106 Mission Court Suite 604b Franklin TN
About Jackson Wealth INC
Jackson Wealth INC is a Franklin-based RIA. The firm has been operating for 3 years. Managing $23.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
31 AVG AGE
$11.9M AVG AUM / ADVISOR
$196.3K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DOUGLAS RYAN JACKSON
Chief Compliance Officer, President, Tax Consultant
- CRD
- #6191117
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Tyler Anderson Page
Partner
- CRD
- #6635724
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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