{
  "crd_number": 310496,
  "slug": "jackson-wealth-management-llc-castle-rock-co-310496",
  "primary_business_name": "JACKSON WEALTH MANAGEMENT, LLC",
  "legal_name": "JACKSON WEALTH MANAGEMENT, LLC",
  "dbas": [
    "JACKSON WEALTH MANAGEMENT"
  ],
  "city": "Castle Rock",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 107026630.0,
  "raum_discretionary": 107026630.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 39327091.0,
      "count": 94
    },
    "high_net_worth_individuals": {
      "raum": 67699539.0,
      "count": 32
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "TX"
  ],
  "websites": [
    "https://connect.xyplanningnetwork.com/find-an-advisor/stefan-jackson-11096",
    "https://feeonlynetwork.com/financial-advisor/stefan-jackson",
    "https://jacksonwealthmanagement.net",
    "https://linkedin.com/company/jwm-jackson-wealth-management",
    "https://linkedin.com/in/stefanjackson"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310496",
  "city_as_filed": "CASTLE ROCK",
  "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496",
  "display_name": "Jackson Wealth Management, LLC",
  "summary": "Jackson Wealth Management, LLC is an SEC-registered investment advisory firm in Castle Rock, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Jackson Wealth Management, LLC (CRD 310496): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Jackson Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jackson Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Jackson Wealth Management, LLC located?",
      "a": "Jackson Wealth Management, LLC's principal office is in Castle Rock, CO, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jackson Wealth Management, LLC registered with the SEC or a state?",
      "a": "Jackson Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310496."
    },
    {
      "q": "How much does Jackson Wealth Management, LLC manage?",
      "a": "Jackson Wealth Management, LLC reports $107,026,630 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Jackson Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (32)."
    },
    {
      "q": "Which custodians does Jackson Wealth Management, LLC use?",
      "a": "Jackson Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jackson Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310496"
    },
    {
      "q": "Does Jackson Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 21, 2026 says: \"JWM generally requires a minimum household investable asset level of $500,000 to establish a new Wealth Management relationship.\""
    },
    {
      "q": "What changed in Jackson Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 21, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "JWM generally requires a minimum household investable asset level of $500,000 to establish a new Wealth Management relationship."
        ]
      }
    ],
    "quotes": [
      "JWM generally requires a minimum household investable asset level of $500,000 to establish a new Wealth Management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 39327091.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 67699539.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310496",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}