Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

Academic Research

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Taking the first step has never been easier.

Access any one of the academic papers below that supports our value and momentum investment strategy.

Trend Following

Click on any of the articles below to download and read about why the trend is our friend.

By: David Blitz and Pim Van Vliet

Article about Trend Following

By: University of Warsaw Faculty of Economic Sciences

By: Thomas J. George and Chuan-Yang Hwang

By: Harindra de Silva

Modern Portfolio Theory

Click on any of the articles below to download and read about modern portfolio theory.

Value Investing

Click on any of the articles below to download and read about value investing.

By: Clifford S. Asness, Tobias J. Moskowitz, Lesse Heje Pedersen

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