# Jackson Wealth Inc

> Jackson Wealth Inc is a state-registered investment advisory firm in Franklin, TN, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 323409
- Filed as: JACKSON WEALTH INC
- Legal name: Jackson Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323409
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-wealth-inc-franklin-tn-323409

## Quick answers

**How is Jackson Wealth Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Jackson Wealth Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Jackson Wealth Inc located?**
Jackson Wealth Inc's principal office is in Franklin, TN, according to its Form ADV.

**Is Jackson Wealth Inc registered with the SEC or a state?**
Jackson Wealth Inc is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323409.

**How much does Jackson Wealth Inc manage?**
Jackson Wealth Inc reports $23,750,000 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**What types of clients does Jackson Wealth Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121).

**Does Jackson Wealth Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323409

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,750,000
- Discretionary: $23,750,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $23,750,000 |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jwitn.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Wealth Inc (CRD 323409): Form ADV filing data as of October 2026.