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 09/30/16. The fund's latest filing disclosed 264MM in positions, representing 75% of the manager's regulatory AUM.

JACKSON WEALTH StockAlpha

-2.8%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JACKSON WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 17.29% ETF 2.5% -0% 0 9%
AGG 9.26% ETF -3.31% -0.38% 0 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

JACKSON WEALTH Portfolio Concentration

JACKSON WEALTH Location

755 PRIMERA BLVD
SUITE 1001
LAKE MARY, Florida
UNITED STATES, 32746

JACKSON WEALTH Contact Information

Phone Number: 407-585-0235
Fax Number: 407-585-0237
Website:

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
Path B