Jackson Wealth Inc

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Client assets under management

$16,150,000

Clients

137

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$117,883

About

Jackson Wealth LLC is a state-registered investment adviser that serves individual and high‑net‑worth clients, providing discretionary portfolio management alongside both project‑based and ongoing comprehensive financial planning. Its planning services cover typical areas such as retirement, estate, insurance, tax considerations, college savings, and integration of rental real‑estate investments into a client’s overall plan.

The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and ETFs while also drawing on fundamental, technical, and cyclical analysis as appropriate to refine asset‑allocation and sector decisions. Account supervision is guided by clients’ stated objectives and risk tolerances, and the adviser typically implements strategies on a discretionary basis to meet individualized allocation targets.

A distinctive feature of the firm is that its principal also operates an affiliated tax‑preparation practice as an Enrolled Agent, providing tax preparation and IRS representation through a separate business (clients are under no obligation to use those services). The firm also highlights business planning for owners and incorporates tax and real‑estate considerations into its planning work, and it offers both standard advisory arrangements and a wrap program while relying on institutional custodial relationships.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.)

Fee options

Fixed

Project-Based Financial Planning fee ranges between $500 and $2,000, fixed and negotiable.

Percentage

$0 - $500,000: 2.60% $500,001 - $2,000,000: 2.10% $2,000,001 - $5,000,000: 1.85% $5,000,001+: 1.65%

Subscriptions

Ongoing Comprehensive Financial Planning: $1,000 upfront plus $100-$500 per month, fees negotiable.

Main office location

Jackson Wealth Inc

106 Mission Court, Suite 604 B

Franklin TN 37067, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 615-663-7387

Advisors at this firm

Tyler P

Series 63, Series 65

Franklin, TN

Jackson Wealth Inc

Tyler Page is a financial advisor at Jackson Wealth Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance, NYLIFE Securities LLC, and AXA Advisors. Outside of advising, he is involved in tax filing and other accounting work. Jackson Wealth LLC serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, estate, insurance, and tax considerations. The firm primarily uses passive investment management with diversified portfolios of index mutual funds and ETFs, tailoring strategies to clients’ objectives and risk tolerances.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.)

Douglas J

CFP®, Series 63, Series 65

Franklin, TN

Jackson Wealth Inc

Douglas Jackson is a CFP® professional with 12 years of industry experience. He is currently with Jackson Wealth Inc and has previously worked at Advisory Services Network, LLC and Axa Advisors, LLC. Outside of advisory work, he owns and operates Tennessee Tax Solutions, a tax preparation and filing service. Jackson Wealth Inc serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to refine asset allocation and sector choices.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.)

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