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


Life in a Box

Your Wealth in One Place.

December 5, 2018

When leaving a job there are so many important considerations that thinking about what’s happening to your retirement fund is probably pretty low on the list. However, it’s imperative that you sit down and consider your options for what to do with your 401k. There are four options available to you: Cashing out your fund, leaving your plan where it is, moving to your new employer’s plan, or rolling...

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