GJ
CFP · ChFC
GJ
CFP · ChFC

George Paul Jackson

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

755 Primera Blvd., Suite 1001, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

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.

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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
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Mcdonough Capital Management, INC.
April 2017 - Present · 8 yrs 10 mos
Jackson Investment Management, LLC
April 2014 - Present · 11 yrs 10 mos
Jackson Wealth Management, LLC
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
October 2008 - August 2024 · 15 yrs 10 mos
Raymond James Financial Services
May 1992 - October 2008 · 16 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 1992 - October 2008 · 16 yrs 5 mos
H.D. Vest Investment Securities, INC.Broker
April 1992 - May 1992 · 1 mo
H.D. Vest Investment Securities, INC.Broker
June 1987 - March 1991 · 3 yrs 9 mos
State Registrations17 states
COFLGAILMEMIMNMSNCNMNYPAPRTNTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
George Paul Jackson - Financial Advisor | TrueAdvisor