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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2008
- Office Locations
- 3
Office Locations
About Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is a Lake Mary, FL wealth management firm serving high net worth individuals and families with integrated investment management, tax reduction, estate planning, and retirement income distribution planning, plus risk management. Portfolios emphasize ETFs and other publicly traded funds; custody includes Charles Schwab & Co. The firm has been named a Best-In-State Wealth Advisor (2018–2024).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE PAUL JACKSON
Managing Member
- CRD
- #1688317
- Ownership
- 75% or more
Ashley Henderson
Chief Compliance Officer, CONTROLLER
- CRD
- #7222882
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Yulia Dance
Wealth Advisor
- CRD
- #6353613
Ashley Henderson
Chief Compliance Officer, CONTROLLER
- CRD
- #7222882
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,001,600,000 | $372,342 |
| Non-Discretionary | $68,000,000 | $282,158 |
| Total | $1,069,600,000 | $364,927 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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