Scott Jackson
Scott Jackson is a registered investment advisor at Jackson Private Wealth Management, INC., based in Cocoa, FL, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jackson Private Wealth Management (JPWM) uses a program called DynamicPM™ for investment management, which has three fee components:
- A platform fee of $1 per investor per day on households up to $1,000,000 in assets under management.
- A blended annual fee based on the total value of your portfolio.
- A stepped annual custody fee per account.
Discounts are available in certain situations.
Location
434 Delannoy Avenue, Suite 201, Cocoa, FL, 32922
Get directionsHistory
Regulatory History (1)
Regulatory
February 2017Other Business ActivitiesSells Insurance
Scott is a licensed independent insurance agent since 2012, though he has not yet written any insurance applications. While the business is not necessarily investment-related, offering indexed annuities is a possibility.
Employment History
Current Registrations
Jackson Private Wealth Management, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Farm Vp Management CORP.Broker
New England SecuritiesBroker
State Registrations2 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.