Investment Management

We review your investments and design a personalized portfolio appropriate to your needs.

We provide continuous monitoring of your investments.

You will have frequent meetings with your advisor to review and evaluate your investment performance, update your financial objectives, and - if necessary - reallocate your portfolio.

We provide complimentary recommendations regarding allocations within your employer-sponsored retirement plans, such as a 401(k).

Independent advice tailored to you.

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

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.