Douglas Jackson is a CFP-designated registered investment advisor at Jackson Wealth INC, based in Franklin, TN, with 12 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 137 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.60% |
| $500K - $2.0M | 2.10% |
| $2.0M - $5.0M | 1.85% |
| $5M+ | 1.65% |
All fees are negotiable.
Fee Estimator
Location
106 Mission Court, Suite 604B, Franklin, TN, 37067
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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 Activities
Douglas owns rental property since 2019, dedicating minimal time. He also owns and operates Tennessee Tax Solutions, a tax preparation and filing service, taking about half of his time.
Employment History
Current Registrations
Jackson Wealth INC
Previous Registrations
Advisory Services Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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