Stefan Jackson
Jackson Wealth Management · Castle Rock, Colorado
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.
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Facts
| Firm | Jackson Wealth Management |
|---|---|
| Based in | Castle Rock, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $107.0M across 380 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6274976 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jacksonwealthmanagement.net |
| Profile |
How Stefan's firm compares
- Jackson Wealth Management's average account is about $282,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Stefan
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.
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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