RIA Intel›Advisers›Tennessee›JACKSON WEALTH LLC

JACKSON WEALTH LLC

Advisory

FRANKLIN, TN

Data as of Jun 18, 2026 · Source: SEC Form ADV

Average account

$196K

across 121 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients121

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

121 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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KENNEDY WEALTH MANAGEMENT, LLC

$24M

SHELL CAPITAL MANAGEMENT, LLC

$23M

GREENWOOD PINE PARTNERS, LLC

$23M

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