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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-23-2020
- Office Locations
- 1
Office Locations
About Jackson Wealth Management, LLC
Jackson Wealth Management is a fee-only, independent fiduciary RIA providing personalized investment management and comprehensive financial planning. The firm focuses on high-income professionals, retirement preparation, and financially independent clients, with research-driven, goal- and risk-based portfolio management and guidance through market and tax-law changes. Custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 126 clients, or 126 clients per representative. That equates to $849.4K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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The full Jackson Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEFAN JACKSON
Financial Planner, Portfolio Manager
- CRD
- #6274976
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,026,630 | $281,649 |
| Non-Discretionary | $0 | -- |
| Total | $107,026,630 | $281,649 |
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Separately Managed Accounts
SMA allocation detail is available
Jackson Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Jackson Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.