GJ
George P. Jackson
JACKSON WEALTH MANAGEMENT
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 1688317
GJ
Professional summary
George Paul Jackson, CFP® is a registered financial advisor currently at JACKSON WEALTH MANAGEMENT, LLC located in Lake Mary, Florida and JACKSON INVESTMENT MANAGEMENT, LLC located in San Juan, .
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. George has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 22, Series 6, Series 53 and Series 24 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.
1.) JACKSON WEALTH MANAGEMENT LLC; INVESTMENT RELATED; LAKE MARY, FL; WEALTH MANAGEMENT; MANAGING MEMBER; 6/2008; 160 HRS/MONTH; 6.5 HRS/DAY; COMPENSATION-MANAGEMENT FEES; MANAGE INVESTMENTS FOR CLIENTS. 2.) GEORGE P JACKSON, PA, CPA; NON-INVESTMENT RELATED; 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL 32746; TAX RETURN PREP; PRESIDENT; 6/1982; 10 HRS ONLY DURING TAX SEASON; 0 HRS/DAY; COMPENSATION-FEES FOR SERVICE; PREPARATION OF INCOME TAX RETURNS FOR CLIENTS ONLY. 3.) JACKSON RETIREMENT PLANNING INC; INVESTMENT RELATED; 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL 32746; RETIREMENT PLANNING; PRESIDENT; 09/1984; 20 HRS/MONTH;0 HRS/DAY; COMPENSATION-COMMISSION THROUGH TRIAD; ANNUITIES, LIFE INS, 529 PLANS. 4.) JACKSON INVESTMENT MANAGEMENT, LLC, SAN JUAN, PR, SINCE 9/2013, INVESTMENT RELATED, REGISTERED ADVISOR WITH RIA. 5) McDonough Capital Management, Inc.; investment related; 755 Primera Blvd., Suite 1001, Lake Mary, FL 32746; wealth management; investment adviser representative; 4/1/2016; 0 hrs/month; 0 hrs during trading; no specific duties. 6)George P. Jackson, PA; non-investment related; 755 Primera Blvd, #1001, Lake Mary, FL 32746; CPA Firm; President; 6/23/1982; 0 hrs/mth; 0 hrs during trading; CPA Firm owns rental property. 7) 755 Aviation, LLC; Non Investment-Related; Lake Mary, FL; Aviation company; Managing Member; 3/6/18; 8 hrs/mo; 8 hrs/mo during securities trading hours; Duties will relate to aviation operations. 8) Osaic Wealth, Inc. ; PA; investment related; 755 Primera Blvd, #1001, Lake Mary, Fl 32746; BD rep; 160 Hours/Month during securities trading hours;
CRS (Client Relationship Summary) - RIA
Click below to view George Paul Jackson's 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®
CFP®
Start date: 1992
Experience
Current
August 26, 2008 - Present
JACKSON WEALTH MANAGEMENT, LLC
Office #1: 755 Primera Blvd Suite 1001, Lake Mary, FL 32746RIA
CRD#: 147642
Lake Mary, FL
Current
April 22, 2014 - Present
JACKSON INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 169736
San Juan, PR
Current
April 6, 2017 - Present
MCDONOUGH CAPITAL MANAGEMENT, INC.
Office #1: 755 Primera Blvd. Suite 1001, Lake Mary, FL 32746RIA
CRD#: 143767
Lake Mary, FL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 755 Primera Blvd, Lake Mary, FL 32746RIA
BD
CRD#: 23131
LAKE MARY, FL
Past
October 2, 2008 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
LAKE MARY, FL
Past
May 13, 1992 - October 2, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
HEATHROW, FL
Past
May 13, 1992 - October 2, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
HEATHROW, FL
Past
April 13, 1992 - May 14, 1992
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
June 10, 1987 - March 26, 1991
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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
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.RR
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
RR
Colorado(8/23/2024)
IAR
Florida(10/2/2008)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Illinois(8/23/2024)
RR
Maine(8/23/2024)
RR
Michigan(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Mississippi(6/26/2025)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Pennsylvania(8/23/2024)
IAR
Puerto Rico(4/22/2014)
RR
Puerto Rico(8/23/2024)
RR
Tennessee(8/23/2024)
IAR
Texas(8/26/2008)
RR
Texas(8/23/2024)
RR
Virginia(8/23/2024)
RR
Wyoming(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC
CRD#: 147642 / SEC#: 801-69469
RIA
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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
11
SEC notice filing (13 States and Territories)
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.
