JACKSON WEALTH MANAGEMENT, LLC
C43
CRD 147642·SEC 801-69469·LAKE MARY, FL
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $493.9M
'21 · $546.8M
'22 · $759.0M
'23 · $805.9M
'25 · $856.7M
'26 · $1.07B
'20'26
$493.9M → $1.07B▲ +117%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 6 advisors
'26 · 9 advisors
'20'26
8 advisors → 9 advisors▲ +13%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
755 PRIMERA BLVD.SUITE 1001LAKE MARY, FL 32746
Business
755 PRIMERA BLVD.SUITE 1001LAKE MARY, FL 32746
Edgar Recent Filings
13F-HR2026-05-11 · 0001536799-26-000002
13F-HR2026-01-20 · 0001536799-26-000001