Jackson Wealth Management

Based in Lake Mary, Florida, Jackson Wealth Management, LLC, offers high-net-worth clients a full range of wealth management services. The firm’s veteran team offers dedicated estate-planning and tax-preparation solutions, with an emphasis on building long-term relationships. Jackson Wealth Management pursues trend-focused investment strategies that capitalize on market shifts and encompass equities, mutual funds, fixed-income holdings, and exchange-traded funds. The firm maintains a proprietary, quantitative approach in managing risk and meeting client expectations.

At the helm of the practice is managing member George Jackson, who has four decades of experience as a Certified Public Accountant (CPA). A graduate of the University of Cincinnati with a Masters of Business Administration, he has also been a Chartered Financial Analyst for the past 18 years. In 2008 and 2010, he was honored by Registered Rep magazine as among “America’s Top 100 Independent Financial Advisors.” The team Mr. Jackson leads includes two CPAs and a highly accredited portfolio manager.