Jackson Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

755 Primera Blvd Ste 1001, Lake Mary, Fl...

Phone Number

(407) 585-0235

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Jackson Wealth Management

Jackson Wealth Management, LLC is a wealth management firm located in Lake Mary, FL, specializing in investment management, retirement planning, and financial strategies for high net worth clients. The company offers a comprehensive range of services including family wealth planning, risk management, tax reduction planning, and client communication. With a commitment to achieving each client's unique financial goals, Jackson Wealth is recognized for its dedication and expertise in the industry. The firm has been acknowledged in Forbes' Best-in-State Wealth Advisors list multiple times, highlighting its reputation and quality of service.Explore more
Jackson Wealth Management's Social MediaPopular SearchesJackson Wealth Management LLCJackson Retirement Planning IncJackson Retirement Financial Planning IncRetirement Planning JacksonJackson WealthSIC Code 62,628NAICS Code 52,523Show more

Jackson Wealth Management Org Chart

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Controller

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Senior Vice President Wealth Advisor

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Senior Vice President, Wealth Advisor

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Vice President, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jackson Wealth Management

$5.4M
11-50
Private
<$5M
2008
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jackson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jackson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jackson Wealth Management.

Jackson Wealth Management financials insights

Gather financial insights about Jackson Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Jackson Wealth Management Tech Stack

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Frequently Asked Questions Regarding Jackson Wealth Management

What is Jackson Wealth Management's official website?
Jackson Wealth Management's official website is www.jacksonwm.com
What is Jackson Wealth Management's Revenue?
Jackson Wealth Management's revenue is $5.4 Million
What is Jackson Wealth Management's SIC code?
Jackson Wealth Management's SIC: 62,628
What is Jackson Wealth Management's NAICS code?
Jackson Wealth Management's NAICS: 52,523
How many employees does Jackson Wealth Management have?
Jackson Wealth Management has 11-50 employees
What industry does Jackson Wealth Management belong to?
Jackson Wealth Management is in the industry of: Finance, Securities Trading
What is Jackson Wealth Management competition?
Jackson Wealth Management top competitors include: Waterford Advisors, Selkirk Wealth Advisors, Bayntree Wealth Advisors, Stockade Wealth Management
What companies has Jackson Wealth Management acquired?
Jackson Wealth Management has acquired the companies: Harbor Wealth Management, Shobe Financial Group, ZeroCelsius Wealth Studio, Schlipman Wealth Advisors
What technology does Jackson Wealth Management use?
Some of the popular technologies that Jackson Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Jackson Wealth Management?
Jackson Wealth Management contact info: Phone number: (407) 585-0235 Website: www.jacksonwm.com
What does Jackson Wealth Management do?

Jackson Wealth Management, LLC is a wealth management firm located in Lake Mary, FL, specializing in investment management, retirement planning, and financial strategies for high net worth clients. The company offers a comprehensive range of services including family wealth planning, risk management, tax reduction planning, and client communication... . With a commitment to achieving each client's unique financial goals, Jackson Wealth is recognized for its dedication and expertise in the industry. The firm has been acknowledged in Forbes' Best-in-State Wealth Advisors list multiple times, highlighting its reputation and quality of service.Read More

What are Jackson Wealth Management social media links?
Jackson Wealth Management Linkedin page Jackson Wealth Management Facebook page
Is Jackson Wealth Management a public company?
Jackson Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Jackson Wealth Management

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