Jackson Wealth Management

Client-focused Lake Mary, Florida, Firm

About Jackson Wealth Management

A boutique Lake Mary, Florida, financial services firm, Jackson Wealth Management offers high net worth clients a full range of tax and investment services. The firm follows a proprietary approach to risk management that is highly quantitative and based on an in-depth understanding of market momentum. Jackson Wealth Management managing member George Jackson and his team actively follow trends and opportunistically allocate investments over a wide range of asset classes spanning equities, mutual funds, fixed-income debt vehicles, and exchange-traded funds.

Mr. Jackson holds a Bachelor’s degree in accounting and an MBA focused on quantitative analysis from the University of Cincinnati. A Certified Public Accountant, he has achieved a variety of Financial Industry Regulatory Authority qualifications. He has also been named one of Registered Rep Magazine’s “Top 100 Independent Financial Advisors in America” on multiple occasions. In 2011, his company was selected by the Orlando Business Journal as one of the region’s “Largest Financial Planning Firms.” 

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