Jackson Wealth Management, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 900
- Avg AUM / client
- $1.2M
- Accounts
- 2,931
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 622 | $200M | 18.7% |
| High net worth individuals | 278 | $869M | 81.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Paul Jackson | Managing Member | CFP Chartered Financial Consultant | Jun 2008 (18y) | 75% or more |
| Ashley Henderson | Chief Compliance Officer/Controller | Apr 2022 (4y) | Less than 5% | |
| Michael Paul Mcgahan | Registered representative | Sep 2013 (13y) | ||
| Matthew Paul Jackson | Registered representative | Nov 2014 (12y) | ||
| Edward Aloysius Mcdonough | Registered representative | CFP | May 2016 (10y) | |
| Yulia Dance | Registered representative | CFP CFA | Feb 2022 (4y) | |
| Natalie Kristen Samuels | Registered representative | Sep 2025 (1y) | ||
| Aleksei Kitaigorod | Registered representative | Dec 2025 (1y) | ||
| Caroline Rose Johnson | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $986M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗