Jackson Wealth Management

About Jackson Wealth Management

Jackson Wealth Management, LLC (JWM) is a boutique comprehensive wealth management firm located in Lake Mary, Florida. JWM is an SEC Registered Investment Advisory firm. Jackson Wealth Management was named one of the top 500 Financial Advisors in the US by Forbes for 2018. We are a one-stop shop for financial planning, tax and investment services for high net worth families. George Jackson, CEO of Jackson Wealth Management, is named one of the top wealth management advisors in the United States. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management.


Client Service Manager

September 2017 Orlando, OK
“I get hands on experience learning stocks and bonds, and a first person point view and about retirement and estate planning. ”
See All