JACKSON WEALTH INC

JACKSON WEALTH INC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 323409). Regulatory assets under management: $23.8M.

Registration

• CRD: 323409
• Type: Registered investment adviser
• Location: 106 MISSION COURT, FRANKLIN, TN, 37067
• Phone: 615-663-7387
• Latest filing: 2026-06-18
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.8M
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search