JACKSON WEALTH MANAGEMENT, LLC

JACKSON WEALTH MANAGEMENT, LLC of CASTLE ROCK, CO is an SEC-registered investment adviser (CRD 310496). Regulatory assets under management: $107.0M.

Registration

• CRD: 310496
• SEC file number: 801-136322
• Type: Registered investment adviser
• 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)

Branch offices (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search