# JACKSON WEALTH MANAGEMENT, LLC

JACKSON WEALTH MANAGEMENT, LLC of CASTLE ROCK, CO is an SEC-registered investment adviser.

## Registration

- CRD: 310496
- Type: SEC-registered investment adviser
- SEC file number: 801-136322
- Location: 115 WILCOX ST SUITE 220, CASTLE ROCK, CO, 80104
- Phone: 303-808-5229
- Latest filing: 2026-04-21
- Regulatory AUM: $107.0M
- Discretionary AUM: $107.0M
- Clients: 3
- Accounts: 380

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Stefan Jackson | CCO, CEO | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GREENWOOD VILLAGE | CO | 1 | 3038085229 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310496/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310496/similar
- Related entities: https://search.stillhousedata.com/firm/310496/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310496

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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.