JACKSON WEALTH Overview
Jackson Wealth Management Llc is an investment advisor that manages 351.4 MM dollars in regulatory AUM and has 10 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 508MM in positions, representing 144% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 508MM in positions, representing 144% of the manager's regulatory AUM.
JACKSON WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JACKSON WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.72% | Tech | 5.41% | -0.84% | 0 | 43% | ||
| BIL | 6.7% | ETF | 1.13% | -0.27% | 0 | 2% | ||
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FEATURED IN
JACKSON WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| George P. Jackson | Managing Member | June-2008 |
| Page B. Flanner | Vp, Coo & Cco | December-2013 |
JACKSON WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JACKSON WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• T...
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Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• T...
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JACKSON WEALTH Portfolio Concentration
JACKSON WEALTH Location
755 PRIMERA BLVD
SUITE 1001
LAKE MARY, Florida
UNITED STATES, 32746
SUITE 1001
LAKE MARY, Florida
UNITED STATES, 32746
JACKSON WEALTH Contact Information
Phone Number: 407-585-0235
Fax Number: 407-585-0237
Website: http://www.jacksonwm.com
Fax Number: 407-585-0237
Website: http://www.jacksonwm.com
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