Jackson Wealth Management, LLC

Matthew Jackson is a Series 65 licensed financial advisor with 11 years of industry experience. He has been with Jackson Wealth Management, LLC since 2014. Jackson Wealth Management, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach across mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing.

Yulia Dance is a CFP® professional with four years of experience in the financial industry. She is currently with Jackson Wealth Management, LLC and Jackson Investment Management, LLC, where she also serves as a research analyst. Her background includes roles at Benchmark Financial Wealth Advisors LLC, Verizon Corporate Finance, and Stetson University. Jackson Wealth Management, LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.

Natalie Samuels is a financial advisor with Jackson Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining the firm in 2022, she worked in various roles at Starbucks Coffee Company and had brief engagements with The Walt Disney Company, Little Water Cantina LLC, and the University of Washington. Jackson Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach, combining fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.

Aleksei Kitaigorod is a financial advisor at Jackson Wealth Management, LLC, holding a Series 65 credential with four years of industry experience. Prior to joining Jackson Wealth Management in 2022, he worked in various roles including at the University of Central Florida and in education and hospitality sectors. Jackson Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach, combining fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing.

Michael Mcgahan is a financial advisor at Jackson Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Jackson Wealth Management since 2013. Prior to that, he was with Triad Advisors, Inc. Mcgahan is also a registered representative with OSAIC Wealth, Inc. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach across mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Jackson Wealth Management, Ashley worked at Olea Grill and AMC Theaters. Jackson Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC with a Series 65 credential and four years of industry experience. Prior to joining the firm in 2022, she held positions at DICKS SPORTING GOODS and First Watch. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using mutual funds, ETFs, and individual equities, supported by fundamental, technical, and cyclical analysis.