Jackson Private Wealth Management
Contact Information
-
Address
434 Delannoy Ave STE 201, Cocoa, FL -
Phone
(321) 735-9872 -
Website
jackson.financial
Location
About Jackson Private Wealth Management
Jackson Private Wealth Management is a Financial Planner in Cocoa, FL. Established in 2012, this Registered Investment Advisor (RIA) works directly for its clients to provide specialized financial services.
The firm operates as a fee-basis advisory, a structure intended to minimize inherent conflicts of interest by removing production quotas and outside influences. President Scott Jackson brings over 20 years of experience as a financial advisor to the practice, holding both the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations. The team includes Taely Geisler, a licensed Financial Planning Coordinator who passed the Series 65, and Keleigh Jagel, a Client Relationship Specialist. The firm's philosophy is centered on a client-first approach to risk management and service.
Jackson Private Wealth Management is known for its well-documented business information and its commitment to serving clients with the same care they would expect for themselves. The firm maintains a strong reputation for professional integrity and dedicated service within the Cocoa community.
Through a dedicated focus on client interests and extensive professional expertise, Jackson Private Wealth Management serves as a trusted financial planning resource in Cocoa, FL.
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