Advisor at Jackson Money Management, Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jackson Money Management, Incorporated
Location
Navarre, FL
Credentials
Series 65
Industry experience
< 1 year
Gary Jackson is the sole advisor at Jackson Money Management, Incorporated, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked for 16 years at ProAssurance Corporation and is currently employed as an IT manager at Precision Medicine Group, a private pharmaceutical company. Jackson Money Management serves individual investors, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment advice focused on equity investing. The firm employs a fundamentally driven and relatively concentrated investment approach, typically managing stock portfolios of around 20 holdings primarily in large-cap U.S. and multinational companies.
Based on Jackson Money Management, Incorporated
Based on Jackson Money Management, Incorporated
Less than $1,000,000 - $999,999: 1.00% annually $1,000,000+: 0.75% annually
Fee-only: Management fee based on assets under supervision per tiered schedule; no commissions received.
Navarre, FL
Alabama · Florida · Mississippi · Texas
Jackson Money Management, Inc.
2025 - Present (1 year)
Precision Medicine Group, LLC
2022 - Present (4 years)
ProAssurance Corporation
2006 - 2022 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Navarre, FL
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Callahan Investment Advisor, LLC
PFS™, Series 66
Navarre, FL
FIA Services, Inc.
Series 63, Series 65
Navarre, FL
Jackson Money Management, Incorporated
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