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George + Jackson - Financial Advisor in Lake Mary, FL

Paladin Research Report For:

George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite
Lake Mary, FL 32746
321-249-6670

General Information

Firm Start Year
  • 2021
CRD#
  • 1688317
Firm CRD#
  • 147642
Name of Broker/Dealer
  • Triad Advisors, LLC
States Licensed in
  • FL
Years of Experience in Financial Services
  • 32
Number of Years with Current Firm
  • 29
Work Experience
  • Auditor and consultant with the international accounting firm Pricewaterhouse Coopers, CPA's

    Chief Financial Officer of two public companies.
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Estate Planning & Trusts

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CFA®, CPA, CLU®, CMT®, ChFC®
Securities Licenses
  • Series 65, Series 63, Series 22, Series 7, Series 6, Series 24
Insurance and Annuity Licenses
  • Life, Long Term Care, Health

Firm Information

Advisor's Number of Clients
  • 615
Advisor's Number of Managed Clients
  • 615
Assets Managed by Advisor
  • 816,133,696.63

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500K+
Compensation Methods
  • Based on Assets, Commissions
Fee % Based on Assets
  • Tiered

Education

Bachelor of Business Administration - Accounting
  • University of Cincinnati
    08/01/1966 - 05/12/1970
Masters of Business Administration - Quantitative Analysis
  • Cincinnati
    08/01/1970 - 07/01/1971

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

FORM ADV PART2A Click here to view

FORM CRS Click here to view

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1889477/paladinregistry-jackson-wealth-management-detailed-disclosure

Disclaimer

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY