George Jackson is a CFP, ChFC-designated registered investment advisor at Cwm, LLC, based in Lake Mary, FL, with 38 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
755 Primera Blvd, Suite 1001, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is a managing member of Jackson Wealth Management LLC, dedicating full-time hours to managing investments for clients. He also owns a CPA firm, prepares tax returns, is president of Jackson Retirement Planning Inc. (selling annuities, life insurance, and 529 plans), is a registered advisor with Jackson Investment Management LLC, is an investment adviser representative with McDonough Capital Management, Inc., is a managing member of 755 Aviation, LLC, and is a BD rep for Osaic Wealth, Inc.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Jackson Investment Management, LLC
Jackson Wealth Management, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Mcdonough Capital Management, INC.
Triad Advisors LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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