Michael P. Mcgahan

JACKSON WEALTH MANAGEMENT

Lake Mary, FL 32746

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CRD#: 1465645

Professional summary

Michael Paul Mcgahan is a registered financial advisor currently at JACKSON WEALTH MANAGEMENT, LLC located in Lake Mary, Florida and OSAIC WEALTH, INC. located in Lake Mary, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Michael has worked at 11 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mcgahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2013 - Present

JACKSON WEALTH MANAGEMENT, LLC

Office #1: 755 Primera Blvd Suite 1001, Lake Mary, FL 32746

RIA

CRD#: 147642

Lake Mary, FL

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 755 Primera Blvd, Lake Mary, FL 32746

RIA

CRD#: 23131

LAKE MARY, FL

Past

September 30, 2013 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

LAKE MARY, FL

Past

October 23, 2008 - September 30, 2013

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ORLANDO, FL

Past

October 8, 2008 - September 30, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ORLANDO, FL

Past

September 13, 2006 - September 5, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ORLANDO, FL

Past

March 17, 2006 - September 5, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ORLANDO, FL

Past

January 16, 2006 - March 21, 2006

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

April 22, 1997 - January 26, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ORLANDO, FL

Past

April 15, 1997 - January 16, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 29, 1991 - March 6, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 1, 1990 - November 15, 1990

DEL MAR SECURITIES, INC.

CRD#: 14411

Past

May 22, 1989 - April 19, 1990

R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605

JERSEY CITY, NJ

Past

December 15, 1988 - April 27, 1989

MARSHALL DAVIS, INC.

CRD#: 16278

Past

February 19, 1986 - December 19, 1988

AMERICAN FRONTEER FINANCIAL CORPORATION

CRD#: 1398

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JACKSON WEALTH MANAGEMENT, LLC

CRD#: 147642 / SEC#: 801-69469

RIA

Registered Investment Advisory firm - (8/25/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(9/27/2013)

Florida
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/30/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/21/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/14/2004

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

CRD#: 147642 / SEC#: 801-69469

RIA

Registered Investment Advisory firm - (8/25/2008 Approved)

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Contact information

Main Address

755 Primera Blvd Suite 1001, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 585-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACKSON WEALTH MANAGEMENT LLC REVISED ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,107
AUM (Assets Under Management)	$ 856,743,444

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael P. Mcgahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mcgahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

DEL MAR SECURITIES, INC.

R.W. SMITH & ASSOCIATES, LLC

MARSHALL DAVIS, INC.

AMERICAN FRONTEER FINANCIAL CORPORATION

Primary Firm SEC Registration

JACKSON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2006

Series 63

Date: 4/8/2005

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1986

Series 24

Date: 7/21/2005

Series 53

Date: 5/14/2004

FINRA

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACKSON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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