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George Jackson, CFP®, CFA®, ChFC®, CLU®, CMT®, CPA
Jackson Wealth Management

Tel: 321-249-6670
755 Primera Blvd, Suite
Lake Mary, FL 32746
Jackson Wealth Management | Financial Advisor in Lake Mary ,FL

Wealth Made Simple


About George Jackson

Will you retire well? You know, the kind of retirement we all dream of. Having enough money so you can spend every day like a vacation & feeling like you finally have time to sit back and enjoy life again.

Many high-level professionals have work, travel, and family responsibilities that crowd out proper management of finances. This makes planning for retirement nearly impossible. Its on your mind, but you keep pushing it off because youre content with your current financial situation. Sure youre getting, by but are you thriving?

We offer a complimentary consultation that will help you look at your finances holistically and make sure you are getting the most out of your investments, have a solid plan for retirement, and have a legacy planned for your loved ones. I have retired with my clients hundreds of times and I would be happy to guide you to a successful retirement.


About Jackson Wealth Management

Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.



As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.



We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.



George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives.

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General Information

Firm Start Year:   2021
Name of Broker/Dealer:   Triad Advisors, LLC
States Licensed in:   FL
Number of Years with Current Firm:   29
Work Experience:   Auditor and consultant with the international accounting firm Pricewaterhouse Coopers, CPA's

Chief Financial Officer of two public companies.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided:   Tax Advice and Services, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Money Management

Services

Investment Types:   Insurance, Annuities, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Our Offices, Video Conference, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Long Term Care, Life

Firm Information

Advisor's Number of Clients:   615
Advisor's Number of Managed Clients:   615
Assets Managed by Advisor:   816,133,696.63

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500K+
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   Tiered

Education

Bachelor of Business Administration - Accounting  University of Cincinnati - Cincinnati
08/01/1966-05/12/1970
Masters of Business Administration - Quantitative Analysis  Cincinnati
08/01/1970-07/01/1971

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Financial Services

Retirement Planning

We provide an analysis of your income needs now and of your needs in the future. We provide an analysis of your potential estate tax liabilities. We provide continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living. We provide recommendations regarding the most appropriate distribution strategy for your employer's retirement plans & IRAs. We provide an analysis of the beneficiaries of your IRAs We review your possibilities of converting to a Roth IRA.

Tax Advice and Services

We offer a comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies. You have access to a quarterly review of your tax situation and planning to incorporate any new tax law changes. You receive a consultation with your tax preparer at no extra cost to you. We will provide you with recommendations of tax solutions including tax-advantaged investments. We assist you with staying up-to-date on and presenting new tax laws that can affect your situation.

Investment Advice & Management

We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates. We provide you assistance in transferring assets to your Living Trust or other trusts. You will receive guidance with the appropriate and necessary steps in the event of the death of a loved one. We offer a review of your beneficiary designations and asset titling, as well as a review of your long-term care needs. We work with your financial professionals with the goal to minimize your administrative costs and the tax obligation associated with the inheritance of assets, maximizing the impact of your estate and legacy.

Wealth Management

We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates. We provide you assistance in transferring assets to your Living Trust or other trusts. You will receive guidance with the appropriate and necessary steps in the event of the death of a loved one. We offer a review of your beneficiary designations and asset titling, as well as a review of your long-term care needs. We work with your financial professionals with the goal to minimize your administrative costs and the tax obligation associated with the inheritance of assets, maximizing the impact of your estate and legacy.

Risk Management

Our team of financial advisors identifies risks that could impose a burden on your financial health. We clearly communicate the risks and expenses associated with different risk mitigation plans and options. We will provide you with the resources needed to take the next steps when choosing an insurance plan.

Money Management

We review your investments and design a personalized portfolio appropriate to your needs. We provide continuous monitoring of your investments. You will have frequent meetings with your advisor to review and evaluate your investment performance, update your financial objectives, and  if necessary  reallocate your portfolio. We provide complimentary recommendations regarding allocations within your employer-sponsored retirement plans, such as a 401(k). Independent advice tailored to you.

Portfolio Management

We review your investments and design a personalized portfolio appropriate to your needs. We provide continuous monitoring of your investments. You will have frequent meetings with your advisor to review and evaluate your investment performance, update your financial objectives, and  if necessary  reallocate your portfolio. All advice will be specifically tailored to you.

Estate Planning & Trusts

For Estate Planning, we work with the goal to minimize your administrative costs and the tax obligation associated with inheritance of assets, maximizing the impact of your estate and legacy. We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates and provide you assistance in transferring assets to your Living Trust or other trusts.


Disclosures

FORM ADV PART2A Click here to view

FORM CRS Click here to view


Disclaimer

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC.
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Lake Mary Heathrow
Alaqua Winter Park
Longwood Windermere
Isleworth Oviedo
Orlando Oakland
Belle Isle Edgewood
Maitland Lake Nona Isle Worth
Doctor Phillips Celebration
New Smyrna Beach Ponce Inlet
Belle Isle Winter Springs
Melbourne Village Malabar
Port Orange

Awards & Recognitions

Forbes' "Best-in-State Wealth Advisors" 2020
(02/20/2020)

George P. Jackson was named to Forbes' "Best-in-State Wealth Advisors" 2020 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.


Forbes' "Best-in-State Wealth Advisors" 2019
(02/20/2019)

George P. Jackson was named to Forbes' "Best-in-State Wealth Advisors" 2019 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.


Forbes' "Best-in-State Wealth Advisors" 2018
(10/10/2018)

George P. Jackson was named to Forbes' "Best-in-State Wealth Advisors" 2018 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.


Recognized in Orlando Business Journal
(06/28/2013)

George P. Jackson was named Orlando Business Journal's list of the Top 25 Financial Planning Firms in Central Florida, published June 28, 2013. George P. Jackson was named to Registered Reps list of the Top 100 Independent Financial Advisors in America, published August 2008 and November 2010. There are approximately 90,000 independent financial advisors in the United Sates. This list of distinguished advisors was compiled by the monthly trade magazine, which weighted such factors as total assets under management and years in the industry.

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