George Jackson

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About George Jackson

Will you retire well? You know, the kind of retirement we all dream of. Having enough money so you can spend every day like a vacation & feeling like you finally have time to sit back and enjoy life again.

Many high-level professionals have work, travel, and family responsibilities that crowd out proper management of finances. This makes planning for retirement nearly impossible. Its on your mind, but you keep pushing it off because youre content with your current financial situation. Sure youre getting, by but are you thriving?

We offer a complimentary consultation that will help you look at your finances holistically and make sure you are getting the most out of your investments, have a solid plan for retirement, and have a legacy planned for your loved ones. I have retired with my clients hundreds of times and I would be happy to guide you to a successful retirement.

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General Information

Firm Start Year

2021

CRD#

1688317

Firm CRD#

147642

Name of Broker/Dealer

Triad Advisors, LLC

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Registered Representative

Acknowledged fiduciary

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

Advisor's Number of Managed Clients

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.

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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.

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Paladin Research Report For:

Jackson Wealth Management