George Jackson is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Lake Mary, FL, with 37 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
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
Osaic Wealth, INC.Broker
Mcdonough Capital Management, INC.
Jackson Investment Management, LLC
Jackson Wealth Management, LLC
Previous Registrations
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 Registrations17 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.