Stefan Jackson is a CFP-designated registered investment advisor at Jackson Wealth Management, LLC, based in Castle Rock, CO, with 12 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 126 clients with $110M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are annualized and billed quarterly in arrears based on the average daily balance. Fees are negotiable, and certain legacy or acquired clients may be serviced under different fee schedules.
Fee Estimator
Contact
Stefan Jackson
Location
115 Wilcox St Suite 220, Castle Rock, CO, 80104
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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 →Employment History
Current Registrations
Jackson Wealth Management, LLC
Previous Registrations
Farther
Personal Capital Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.
Exams
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