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CJ

Caroline Johnson

JACKSON WEALTH MANAGEMENT
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 7630290
CJ

Professional summary

Caroline Johnson, who also goes by Caroline Rose Johnson, is a registered financial advisor currently at JACKSON WEALTH MANAGEMENT, LLC located in Lake Mary, Florida.

Caroline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caroline has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Caroline Rose Johnson

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 Caroline Johnson'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

December 23, 2025 - Present

JACKSON WEALTH MANAGEMENT, LLC

Office #1: 755 Primera Blvd Suite 1001, Lake Mary, FL 32746
RIA
CRD#: 147642
Lake Mary, FL

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
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.

Highlighted states indicate IAR registrations

IAR
Florida
(12/23/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2025
Uniform Investment Adviser Law Examination

Current Firm

JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC
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
11

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,107
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.

Company Information

JACKSON WEALTH MANAGEMENT, LLC

JACKSON WEALTH MANAGEMENT, LLC

CRD#: 147642Lake Mary, FL 32746

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