Stefan Jackson
Investment adviser representative at Jackson Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$107MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- FartherAug 2025 to now
- Jackson Wealth Management, LLCAug 2020 to now
- Highlands ChurchAug 2020 to Feb 2022
- Personal Capital Advisors CorporationJun 2017 to Aug 2020
- Lincoln Financial Advisors CorpNov 2016 to Jun 2017
- Valic Financial Advisors, IncJan 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Jackson Wealth Management, LLC
$107MAssets managed
126Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6274976
- Firm CRD
- 310496