Jackson Peppler
Windsor Capital Management · Phoenix, Arizona
Jackson Peppler is a fee-only financial advisor at Windsor Capital Management in Phoenix, Arizona. Windsor Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Windsor Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $703.4M across 1,204 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8320166 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.moneyuncomplicated.net |
How Jackson's firm compares
- Windsor Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 1,204 accounts).
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Questions about Jackson
Is Jackson Peppler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Windsor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Windsor Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jackson Peppler based?
Jackson Peppler is based in Phoenix, Arizona.
Is Jackson Peppler registered with the SEC?
Yes. Jackson Peppler is registered as an investment adviser representative in AZ (CRD 8320166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windsor Capital Management manage?
Windsor Capital Management reports $703.4M across 1,204 accounts in assets under management.
How do I contact Jackson Peppler?
Through Jackson's website, www.moneyuncomplicated.net.
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
- 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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