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

***2019 Forbes Best-in-State***

March 5, 2019

George P. Jackson, Once Again is Listed as

One of the Best Wealth Advisors Across the Country

by Forbes

 

March 5, 2019

 

Dear Friends,

 

The 2019 Forbes Wealth Advisor Ranking is Now Online

George is once again listed by Forbes as one of the top advisors across the country. A high honor and recognition of the exceptional service we provide our clients.

 

Click Here to see the Forbes List

 

George Jackson of Jackson Wealth Management, LLC has been recognized by Forbes for a second consecutive year. I am exceptionally proud of the hard work on behalf of the Jackson Wealth Management, LLC team. Congratulations on another outstanding year!

 

 

Forbes Best-In-State Wealth Advisors List Methodology

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.​

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