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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JACKSON WEALTH MANAGEMENT, LLC

CRD 147642

LAKE MARY, FL

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Search this name across graphsid dfx:ria:e6259f6f-a758-77ac-4d66-734badc4a4a4

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 5
On other graphs: 0
Observed: Mar 14, 2012 to Mar 6, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $119Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,931
Individual clients: 622
High net worth clients: 278
Custody, client assets: $63.3M
SEC number: 801-69469
CIK: 1536799
CRD: 147642
Filings on the tape: 38
First filed: Mar 14, 2012
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, FL
Website: jacksonwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE PAUL JACKSON	Certified Financial Planner\|Chartered Financial Consultant	OMAHA, NE \| LAKE MARY, FL \| Lake Mary, FL \| SAN JUAN, PR	18	42	2	yes
MICHAEL PAUL MCGAHAN	n/a	LAKE MARY, FL \| OMAHA, NE \| Lake Mary, FL	12	29	3	yes
MATTHEW PAUL JACKSON	n/a	LAKE MARY, FL	11	12	n/a	no
Yulia Dance	Certified Financial Planner\|Chartered Financial Analyst	OMAHA, NE \| Debary, FL \| Lake Mary, FL \| LAKE MARY, FL	4	10	1	no
Ashley Henderson	n/a	LAKE MARY, FL \| Lake Mary, FL \| OMAHA, NE	4	10	n/a	no
Natalie Kristen Samuels	n/a	OMAHA, NE \| Lake Mary, FL \| LAKE MARY, FL	1	10	n/a	no
Aleksei Kitaigorod	n/a	LAKE MARY, FL \| Lake Mary, FL \| OMAHA, NE	0	11	n/a	no
Caroline Rose Johnson	n/a	Lake Mary, FL \| LAKE MARY, FL \| OMAHA, NE	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENDERSON, ASHLEY, MARIE	CHIEF COMPLIANCE OFFICER/CONTROLLER	Na	yes	10/2022	Mar 6, 2026	Mar 6, 2026
JACKSON, GEORGE, PAUL	MANAGING MEMBER	E	yes	06/2008	Mar 6, 2026	Mar 6, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GEORGE P JACKSON P.A. CPA	n/a	n/a	n/a	N	yes	n/a
JACKSON INVESTMENT MANAGEMENT, LLC	n/a	State registered	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Orlando	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$1.1B	$1.0B	10	9	1	n/a	n/a
2024	Mar 25, 2025	$857M	$798M	11	6	1	n/a	n/a
2023	Mar 26, 2024	$821M	$764M	11	5	0	n/a	n/a
2022	Mar 30, 2023	$692M	$642M	9	6	0	n/a	n/a
2021	Mar 31, 2022	$806M	$737M	9	4	0	n/a	n/a
2020	Mar 31, 2021	$759M	$527M	8	5	0	n/a	n/a
2019	Mar 31, 2020	$547M	$529M	11	7	0	n/a	n/a
2018	Mar 12, 2019	$494M	$399M	10	8	0	n/a	n/a
2017	Mar 30, 2018	$438M	$413M	12	8	0	n/a	n/a
2016	Feb 9, 2017	$318M	$318M	12	5	n/a	n/a	n/a
2015	Mar 9, 2016	$302M	$302M	10	4	n/a	n/a	n/a
2014	Mar 31, 2015	$351M	$351M	10	4	n/a	n/a	n/a
2013	Feb 28, 2014	$318M	$318M	13	9	n/a	n/a	n/a
2012	Feb 12, 2013	$264M	$264M	10	4	n/a	n/a	n/a
2011	Mar 14, 2012	$265M	$265M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$857M	24.8%	$692M	15.6%	10	11	1	1

Relationships

Affiliated with (1)

→ JACKSON INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (21)

← Caroline Rose JohnsonAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← Aleksei KitaigorodAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← Natalie Kristen SamuelsAdvisorregistration: current employment
Sep 17, 2025 to presentfactForm ADV
← Ashley HendersonAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← Yulia DanceAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← EDWARD ALOYSIUS MCDONOUGHAdvisorregistration: current employment
May 4, 2016 to presentfactForm ADV
← MATTHEW PAUL JACKSONAdvisorregistration: current employment
Nov 21, 2014 to presentfactForm ADV
← MICHAEL PAUL MCGAHANAdvisorregistration: current employment
Sep 27, 2013 to presentfactForm ADV
← GEORGE PAUL JACKSONAdvisorregistration: current employment
Aug 26, 2008 to presentfactForm ADV
← Matthew David ParksAdvisorregistration: previous registration
Jan 26, 2018 to Jul 13, 2020factForm ADV
← JUSTIN RILEY SPITLERAdvisorregistration: previous registration
Jun 2, 2015 to Jan 28, 2016factForm ADV
← Manuel Enrique BelloAdvisorregistration: previous registration
Jul 26, 2013 to May 8, 2015factForm ADV
← WADE LEE ROWDONAdvisorregistration: previous registration
Dec 13, 2012 to Feb 5, 2015factForm ADV
← James J. TullyAdvisorregistration: previous registration
Jan 25, 2013 to Apr 25, 2013factForm ADV
← THOMAS JON CASPERAdvisorregistration: previous registration
Sep 17, 2012 to Feb 4, 2013factForm ADV
← ERIC ANDREW PEMBERTONAdvisorregistration: previous registration
Aug 1, 2012 to Oct 11, 2012factForm ADV
← LAUREN MARIE WRIGHTAdvisorregistration: previous registration
May 5, 2011 to Oct 11, 2012factForm ADV
← SHANE MICHAEL DONAHUEAdvisorregistration: previous registration
May 25, 2011 to Oct 1, 2012factForm ADV
← Natalie Ruth MasonAdvisorregistration: previous registration
Oct 7, 2008 to Jul 6, 2012factForm ADV
← THOMAS HOODAdvisorregistration: previous registration
Oct 9, 2009 to Jul 19, 2011factForm ADV
← JONATHAN COLBY WINSLOWAdvisorregistration: previous registration
Mar 4, 2011 to Apr 1, 2011factForm ADV

Controls (2)

← JACKSON, GEORGE, PAULOwnerMANAGING MEMBER, ownership code E, individual
Mar 14, 2012 to Nov 7, 2024factForm ADV
← Ohlmacher, Ashley, MarieOwnerCHIEF COMPLIANCE OFFICER/CONTROLLER, ownership code NA, individual
Jan 3, 2023 to Nov 7, 2024factForm ADV

Dated events

Occurred
Jan 3, 2023
Control person joined
Marie Ashley Ohlmacher (Chief Compliance Officer/Controller) appeared on Schedule A of Jackson Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Jan 3, 2023
Control person left
Ruth Jacqueline Bradshaw (Chief Compliance Officer/Controller) no longer on Schedule A of Jackson Wealth Management, Llc (listed 2022-03-31, absent 2023-01-03)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Jackson Wealth Management, Llc reported RAUM $759.0M, up 39% from $546.8M (2020-06-05 to 2021-03-31)
Form ADVobserved 6 days ago
$212M
Occurred
Dec 19, 2019
Control person left
Brinkley Page Flanner (Vp, Coo & Cco) no longer on Schedule A of Jackson Wealth Management, Llc (listed 2019-03-12, absent 2019-12-19)
Form ADVobserved 6 days ago
Occurred
Dec 19, 2019
Control person joined
Ruth Jacqueline Bradshaw (Chief Compliance Officer/Controller) appeared on Schedule A of Jackson Wealth Management, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6259f6f-a758-77ac-4d66-734badc4a4a4
First observed: Mar 14, 2012
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACKSON WEALTH MANAGEMENT, LLC

CRD 147642

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6259f6f-a758-77ac-4d66-734badc4a4a4

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE PAUL JACKSON

Certified Financial Planner|Chartered Financial Consultant

OMAHA, NE | LAKE MARY, FL | Lake Mary, FL | SAN JUAN, PR

yes

MICHAEL PAUL MCGAHAN

n/a

LAKE MARY, FL | OMAHA, NE | Lake Mary, FL

yes

MATTHEW PAUL JACKSON

n/a

LAKE MARY, FL

n/a

Yulia Dance

Certified Financial Planner|Chartered Financial Analyst

OMAHA, NE | Debary, FL | Lake Mary, FL | LAKE MARY, FL

Ashley Henderson

n/a

LAKE MARY, FL | Lake Mary, FL | OMAHA, NE

n/a

Natalie Kristen Samuels

n/a

OMAHA, NE | Lake Mary, FL | LAKE MARY, FL

n/a

Aleksei Kitaigorod

n/a

LAKE MARY, FL | Lake Mary, FL | OMAHA, NE

n/a

Caroline Rose Johnson

n/a

Lake Mary, FL | LAKE MARY, FL | OMAHA, NE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENDERSON, ASHLEY, MARIE

CHIEF COMPLIANCE OFFICER/CONTROLLER

yes

10/2022

Mar 6, 2026

JACKSON, GEORGE, PAUL

MANAGING MEMBER

yes

06/2008

Mar 6, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GEORGE P JACKSON P.A. CPA

n/a

yes

n/a

JACKSON INVESTMENT MANAGEMENT, LLC

n/a

State registered

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Orlando

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$1.1B

$1.0B

n/a

2024

Mar 25, 2025

$857M

$798M

n/a

2023

Mar 26, 2024

$821M

$764M

n/a

2022

Mar 30, 2023

$692M

$642M

n/a

2021

Mar 31, 2022

$806M

$737M

n/a

2020

Mar 31, 2021

$759M

$527M

n/a

2019

Mar 31, 2020

$547M

$529M

n/a

2018

Mar 12, 2019

$494M

$399M

n/a

2017

Mar 30, 2018

$438M

$413M

n/a

2016

Feb 9, 2017

$318M

n/a

2015

Mar 9, 2016

$302M

n/a

2014

Mar 31, 2015

$351M

n/a

2013

Feb 28, 2014

$318M

n/a

2012

Feb 12, 2013

$264M

n/a

2011

Mar 14, 2012

$265M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$857M

24.8%

$692M

15.6%