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Paladin Research Report For:

George Jackson

Jackson Wealth Management

CFA®ChFC®CPACMT®CLU®CFP®
755 Primera Blvd, Suite
Lake Mary, FL 32746
321-249-6670

About George Jackson

Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.



As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.



We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.



George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives.

See Disclosures

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
  • Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Advisory Services Provided
  • Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Money Management

Compliance

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

Qualifications & Membership

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

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
  • Commissions, Based on Assets
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.html

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.