JACKSON WEALTH MANAGEMENT, LLC
LAKE MARY, FLORIDA

Jackson Wealth Management, LLC is a distinguished firm based in Lake Mary, Florida, with over 40 years of history and experience in providing independent financial advice in West Cornwall. As a company incorporated on June 03, 2008, and registered under the Filed Number L08000054878, it operates as a prominent entity within the FLAL (Limited Liability Company) structure, headquartered at 755 Primera Blvd, Suite 1001, Lake Mary, FL 32746. Founded in Penzance in 1923, Jackson Wealth Management has established itself as an eminent institution in financial planning. The firm boasts a clientele that includes generations of families and notable Cornish businesses, demonstrating its commitment to both corporate and personal financial management. Notably, it serves not just the proprietors and directors but also assists with their business affairs. The core philosophy at Jackson Wealth Management is centered around relationship-building and client satisfaction rather than product sales alone. They employ proven financial strategies and products from established providers, ensuring reliable service without succumbing to untested ventures. Their dedication to ethical standards and professional excellence is underscored by the firm’s status as Chartered Financial Planners. In terms of leadership, Jackson Wealth Management is managed by George P. Jackson, alongside a team including Steve, who joined in September 2014 after experience with a national advisory firm, and Peter, known for his exceptional client interactions characterized by patience and professionalism. The administrative team plays an integral role, closely working with clients and advisers alike to maintain seamless operations. Jackson Wealth Management's contact details are readily available on their website, jacksonwealthmanagement.com, and they remain accessible through various official forms provided online for prospective clients. They aim to help clients organize finances to achieve life goals, backed by positive testimonials confirming the firm's capacity in advisory roles.