# JACKSON WEALTH MANAGEMENT, LLC

JACKSON WEALTH MANAGEMENT, LLC of LAKE MARY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 147642
- Type: SEC-registered investment adviser
- SEC file number: 801-69469
- Location: 755 PRIMERA BLVD, SUITE 1001, LAKE MARY, FL, 32746
- Phone: 407-585-0235
- Latest filing: 2026-03-06
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $68.0M
- Clients: 10
- Accounts: 2,931

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| George Paul Jackson | MANAGING MEMBER | — |
| Ashley Marie Henderson | CHIEF COMPLIANCE OFFICER/CONTROLLER | — |
| Ashley Marie Ohlmacher | CHIEF COMPLIANCE OFFICER/CONTROLLER | — |
| JACKSON GEORGE PAUL | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| FLANNER PAGE BRINKLEY | VP & COO; VP, COO & CCO | — |
| KERSLAKE SHERRY ANNE | VP & CFO | — |
| WATSON SHERRY LEA | VP & CCO | — |
| BRADSHAW JACQUELINE RUTH | CHIEF COMPLIANCE OFFICER/CONTROLLER | — |
| Ohlmacher Ashley Marie | CHIEF COMPLIANCE OFFICER/CONTROLLER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ORLANDO | FL | 1 | 4075850235 |
| ORLANDO | FL | 1 | 4075850235 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147642/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147642/similar
- Related entities: https://search.stillhousedata.com/firm/147642/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147642

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.