CRD: 310496
Jackson Wealth Management, LLC
$107.0M Total AUM
$107.0M Disc. AUM
-- 3Y CAGR
3 Employees
126 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- HorizonFusion +more
- Established Date
- 10-23-2020
- Office Locations
- 2
Office Locations
115 Wilcox ST Suite 220 Castle Rock CO
-- -- FL
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.
Team overview
25 AVG AGE
$107.0M AVG AUM / ADVISOR
$849.4K AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Meridian
Asset Classes
Catalyst Foundation eagle Matrix Summit Catalyst Legacy Pioneer insight
Client Personas
Timber timber Wave
Custodian
Vital Quantum optima Signal Element Signal Vital north Fusion Ridge vector Foundation vital
Investment Themes
Insight Fusion Alpha Crest catalyst Frontier
Investment Vehicles
Focus Glacier catalyst
Platform
Vertex Atlas
Services
Vertex Foundation Vital Momentum insight Ridge Fusion fusion Zenith Vertex Glacier North fusion Radial glacier Horizon zenith Beacon
Technology
Foundation Foundation Glacier
Owner & Executives
STEFAN JACKSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6274976
- Ownership
- 75% or more
(460) 385-5707
zenith.alpha@frontiercapital.com
in linkedin.com/in/wave-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
Yulia Dance
Wealth Advisor
- CRD
- #6353613
(889) 356-5723
vertex.harbor@pioneercapital.com
in linkedin.com/in/summit-north
A
Ashley Henderson
Chief Compliance Officer, CONTROLLER
- CRD
- #7222882
(495) 562-2837
glacier.signal@deltacapital.com
in linkedin.com/in/momentum-fusion
N
North focus
Oak fusion zenith
- CRD
- #63235
(329) 250-6533
legacy.crest@fusioncapital.com
in linkedin.com/in/radial-glacier
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,026,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,026,630 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,026,630
Public Funds:
19.5% Cash:
18.9% Equity - Exchange:
7.2% Corporate - Investment Grade:
16.5% Municipal Bonds:
10.3% Private Funds:
11.2% U.S. Government/Agency:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $807,854,840 | 19.5% |
| Cash | $782,997,768 | 18.9% |
| Equity - Exchange | $298,284,864 | 7.2% |
| Corporate - Investment Grade | $683,569,480 | 16.5% |
| Municipal Bonds | $426,713,069 | 10.3% |
| Private Funds | $463,998,677 | 11.2% |
| U.S. Government/Agency | $679,426,633 | 16.4% |
| Total | $4,142,845,331 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST QUANTUM ZENITH | CAPITAL LEGACY | 8LN3FDJGN | ZMFQ | 7.15% | $30,340,200 |
| EMBER LEGACY | OAK FRONTIER | 82OXOA5ZP | UXPQR | 1.08% | $70,877,345 |
| PIONEER PATHWAY ALPHA | LEGACY QUANTUM | M9JUQJ7WA | UNCIN | 7.61% | $117,190,041 |
| CREST DELTA | VERTEX BEACON | GZE86768A | JIP | 10.22% | $84,021,879 |
| QUANTUM PATHWAY VALUE | HORIZON VECTOR | XM46KQIYN | LVXI | 7.40% | $73,445,899 |
| MOMENTUM OPTIMA | PIONEER LEGACY | W5XWYFXNJ | OVK | 8.57% | $55,695,509 |
| ALPHA VITAL | UNISON FOUNDATION | 6RZA8JPQ7 | NBZ | 5.58% | $88,360,794 |
| PRIME ELEMENT EMBER | CATALYST RIDGE | N432X3L69 | HOK | 3.91% | $51,419,155 |