# Stefan Jackson

> Stefan Jackson is a fee-only financial advisor at Jackson Wealth Management in Castle Rock, Colorado, who holds the CFP credential. Jackson Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stefan-jackson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jackson Wealth Management
- **Based in:** Castle Rock, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $107.0M across 380 accounts
- **Credentials:** CFP
- **CRD:** 6274976 (https://adviserinfo.sec.gov/individual/summary/6274976)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jacksonwealthmanagement.net/

## Frequently asked questions

### Is Stefan Jackson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stefan holds no broker registration, and Jackson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stefan charge for financial advice?

Stefan's firm, Jackson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stefan Jackson based?

Stefan Jackson is based in Castle Rock, Colorado.

### What credentials does Stefan Jackson hold?

Stefan Jackson holds the CFP credential.

### Is Stefan Jackson registered with the SEC?

Yes. Stefan Jackson is registered as an investment adviser representative in CO and TX (CRD 6274976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jackson Wealth Management manage?

Jackson Wealth Management reports $107.0M across 380 accounts in assets under management.

### How do I contact Stefan Jackson?

Through Stefan's website, www.jacksonwealthmanagement.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6274976): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.