Douglas Jackson
Jackson Wealth · Franklin, Tennessee
Douglas Jackson is a fee-only financial advisor at Jackson Wealth in Franklin, Tennessee, who holds the CFP credential. Douglas focuses on retirement planning. Jackson Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Jackson Wealth |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $23.8M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6191117 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jwitn.com |
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Questions about Douglas
Is Douglas Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Jackson Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Jackson Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Jackson based?
Douglas Jackson is based in Franklin, Tennessee.
What does Douglas specialize in?
Douglas's specialties include retirement planning. Douglas works with pre-retirees and high earners.
What credentials does Douglas Jackson hold?
Douglas Jackson holds the CFP credential.
Is Douglas Jackson registered with the SEC?
Yes. Douglas Jackson is registered as an investment adviser representative in TN (CRD 6191117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jackson Wealth manage?
Jackson Wealth reports $23.8M across 121 accounts in assets under management.
How do I contact Douglas Jackson?
Through Douglas's website, www.jwitn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Jackson Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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