Jackson Wealth Management, LLC: new SEC registration, $107M AUM, Castle Rock, CO
Jackson Wealth Management, LLC (Castle Rock, Colorado): new SEC registration, $107M AUM, Castle Rock, CO. Its amount of 107 is below the median of 134 (19th percentile). Dated 167 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 107 · 19th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 28 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Jackson Wealth Management, LLC |
| Legal name | Jackson Wealth Management, LLC |
| CRD | 310496 |
| Status | Approved |
| Registered with the SEC | 2026-05-21 |
| Latest Form ADV filing | 2026-08-18 |
| Location | Castle Rock, CO, United States |
| Regulatory AUM | $107,026,630 |
| Accounts | 380 |
| Employees | 1 |
| Website | https://www.linkedin.com/in/stefanjackson/ |
| amount percentile | 19th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (29 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Freif Advisors LLC · Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Shenandoah Energy Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Jackson Wealth Management, LLC and 29 Colorado peers
- Colorado NewRiaPulse records like this one: 29
- Jackson Wealth Management, LLC's amount: 19th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $5,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $107M under management.
- Website on file.
What is the NewRiaPulse record for Jackson Wealth Management, LLC in Castle Rock, Colorado?
Jackson Wealth Management, LLC received SEC registration as an investment adviser (2026-05-21) with $107,026,630 in regulatory assets under management, based in Castle Rock, CO.
How does Jackson Wealth Management, LLC compare to other Colorado NewRiaPulse records?
Its amount of 107 is below the median (19th percentile); smaller records often move faster and face less competition. It is 167 days old; check the official source for later updates before acting.
Jackson Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Jackson Wealth Management, LLC | Castle Rock, CO | 107 | 19th | 2026-05-21 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.