Are You Financially Ready for What's Next?

Take our quick Financial Independence Readiness Quiz to discover how prepared you are for your next financial milestone, from retirement to investment strategy.

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Best-In-State Wealth Advisor*

2024, 2023, 2022, 2021, 2020, 2019, 2018

Your One-Stop Shop For

Financial Services

For over 30 years, Jackson Wealth Management has helped clients across Central Florida coordinate every part of their financial world—from investments and taxes to retirement and estate planning—all under one roof.

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Achieve Your Unique Financial Goal With Jackson Wealth Management

Take our Financial Independence Readiness Quiz to see where you stand today, then schedule a no-cost consultation to review your results with one of our advisors.

George P. Jackson

MBA, CPA, CFA, CFP®, CMT, CLU, ChFC, CEO and Chief Investment Officer

With over 33 years of experience in the financial services industry, George is passionate about making a meaningful difference in his clients’ lives through comprehensive, integrated wealth management. He specializes in helping clients make confident financial decisions by serving as their trusted “one-stop-shop” for anything money related, from investments and retirement planning to taxes and estate strategies.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Jackson Wealth Management, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. FINRA/SIPC

JWM is an SEC registered investment adviser located in Lake Mary, Florida. JWM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which JWM maintains clients. JWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.

*George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2024, 2023, 2022, 2021, 2020, 2019, 2018, list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.