Personalized Wealth Management

Wealth designed with your interests in mind

Our investment strategy puts your needs and interests first. By combining technical and fundamental analysis with rules-based investing backed by high quality academic research, we aim to minimize your risk to grant you a more relaxing financial future. The goal of our model portfolio approach is to provide your investments with equal and fair treatment across every spectrum so your accounts are given the attention they deserve.

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

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