Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is an independent registered investment adviser headquartered in Lake Mary, Florida. Founded in 2011, the firm provides personalized wealth and portfolio management services and financial planning for individuals and high net worth individuals. With a staff of 11, Jackson Wealth Management manages nearly $857 million in assets as of March 2025, focusing primarily on serving US-based clients seeking advisory expertise tailored to their unique financial goals.
Investment Strategy
Jackson Wealth Management, LLC offers investment advisory services focusing on comprehensive, client-specific financial planning and diversified portfolio management. The firm's strategy emphasizes long-term growth and preservation of wealth for individuals, especially high net worth clients, primarily through managed portfolios of publicly traded equities, ETFs, and sometimes fixed income. They select investments based on rigorous fundamental analysis, risk profile alignment, and ongoing monitoring, with a tailored approach to asset allocation and rebalancing based on client objectives and risk tolerance.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.93% | $69.3M | 133,767 | $380.37 | $517.95 | +$3.4M |
A AVGO | BROADCOM INC COM | 5.59% | $55.9M | 169,381 | $123.45 | $329.91 | +$9.0M |
A AAPL | APPLE INC COM | 5.14% | $51.4M | 201,857 | $212.36 | $254.63 | +$10.4M |
S SPLG | SPDR SERIES TRUST PORTFOLIO S&P500 | 4.42% | $44.2M | 564,067 | $67.61 | $78.34 | +$7.6M |
V VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 3.73% | $37.3M | 60,984 | $471.38 | $612.38 | +$2.7M |