Jackson Wealth Management, LLC

Jackson Wealth Management, LLC is a fee-only registered investment adviser that provides discretionary wealth management combining investment management and financial planning for individuals, families, trusts, estates, and closely held entities. The firm manages roughly $30.7 million for a small roster of clients and can incorporate third‑party solutions such as separately managed accounts, access to held‑away employer retirement plans through a technology platform, a third‑party cash management option, and an optional estate‑document platform.

The firm documents client objectives in an Investment Policy Statement and implements portfolios using Guided, Adaptive, or blended Dynamic Allocation frameworks, with implementation via ETFs, individual securities, baskets of stocks, and, when appropriate, third‑party managers. The Adaptive approach explicitly allows structured, data‑informed tactical shifts (including sizable allocation changes) and the firm says it considers tax‑aware trading and legacy holdings when managing accounts.

Distinctive features include a small client base with relatively high assets per client, which the brochure positions as enabling more individualized oversight and customization, and the firm’s practice of providing paid client access to an estate‑document platform and recommending a specific third‑party cash management program at no additional advisory charge. The firm also notes that its principal combines CFP® credentials with a nontraditional graduate degree in divinity, a background detail that is uncommon among advisory firms and is disclosed as part of the firm’s professional profile, and it discloses that some legacy or acquired clients may remain on prior fee schedules.