Stefan Jackson

JACKSON WEALTH MANAGEMENT

Castle Rock, CO 80104

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CRD#: 6274976

Professional summary

Stefan Jackson, CFP® is a registered financial advisor currently at JACKSON WEALTH MANAGEMENT, LLC located in Castle Rock, Colorado.

Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stefan has worked at 5 firms and has passed the Series 66, SIE and Series 7 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 Stefan 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^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 23, 2020 - Present

JACKSON WEALTH MANAGEMENT, LLC

Office #1: 115 Wilcox St Suite 220, Castle Rock, CO 80104

RIA

CRD#: 310496

Castle Rock, CO

Past

August 11, 2025 - February 24, 2026

FARTHER

RIA

CRD#: 302050

Centennial, CO

Past

June 23, 2017 - August 27, 2020

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Denver, CO

Past

November 7, 2016 - June 28, 2017

OSAIC FA, INC.

RIA

CRD#: 3978

DENVER, CO

Past

November 7, 2016 - June 28, 2017

OSAIC FA, INC.

CRD#: 3978

DENVER, CO

Past

April 1, 2014 - November 9, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PLANO, TX

Past

February 1, 2014 - November 9, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PLANO, TX

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/23/2020)

IAR

Texas
(2/16/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2014

General Securities Representative Examination

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

JACKSON WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT, LLC

CRD#: 310496 / SEC#:

Colorado

Registered Investment Advisory firm - (10/23/2020 Approved)

Texas

Registered Investment Advisory firm - (2/3/2023 Conditional Restricted)

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Contact information

Main Address

115 Wilcox St Suite 220, Castle Rock, CO 80104

Mailing Address

3172 Dragonfly Court, Castle Rock, CO 80109

Phone number

(303) 808-5229

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 30,779,829

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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Stefan Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON WEALTH MANAGEMENT, LLC

FARTHER

PERSONAL CAPITAL ADVISORS CORPORATION

OSAIC FA, INC.

OSAIC FA, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2014

SIE

Date: 6/28/2017

Series 7

Date: 1/31/2014

Current Firm

JACKSON WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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