Jackson Wealth Management, LLC is a wealth management firm serving individuals in Lake Mary, Florida. The firm provides financial planning and investment advisory services, supporting clients with personalized strategies to meet long-term financial goals. While specific services are not detailed in available materials, the firm operates under the Jackson Financial Inc. network, which includes insurance and investment products offered through Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York. The firm is based at 755 Primera Blvd #1001 in Lake Mary, FL, and serves clients throughout the local area. As of now, the business has no public reviews or ratings available.
Jackson Wealth Management, LLC is part of a broader financial network that includes Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York, both headquartered in Lansing, Michigan. The firm operates under Jackson National Life Distributors LLC, a member of FINRA, and offers services through a structured support system including toll-free phone lines, online contact forms, and dedicated customer service hours. Clients can access contract information, submit inquiries, and manage financial needs through multiple channels, including mail and automated systems.
The firm is located on Primera Blvd in Lake Mary, FL, within a commercial corridor that serves the surrounding residential and business community. While no nearby landmarks are listed, the address is situated in a professional district that supports financial and advisory services.
No score strengths or public recognitions are currently documented. The firm’s standing is reflected solely through its operational presence and affiliation with a national financial network. As a local financial advisor in Lake Mary, Jackson Wealth Management, LLC provides access to a broad range of financial products and support services through a trusted national platform.