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 03/31/17. The fund's latest filing disclosed 277MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 277MM in positions, representing 79% of the manager's regulatory AUM.
JACKSON WEALTH StockAlpha
| Top 25% |
2.5yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
JACKSON WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 18.81% | ETF | 5.21% | -0% | 0 | 9% | ||
| VCIT | 7% | ETF | 3.12% | 0.11% | 0 | 3% | ||
|
Unlock Positions and Returns Details |
||||||||
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here