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Jackson Wealth Management
- Investment Service
- Findlay, OH
About this business
About Holding ourselves to a fiduciary standard under the Investment Advisors Act of 1940, we strive to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. Because we have no proprietary products, no quotas or minimums with any investment company and we do not receive kick backs we are objective in your investment selection. We provide ongoing advice and monitoring of your investment portfolio on a discretionary basis, which means that you do not need to direct us to ma... read more
Location details
300 West Main Cross Street, Findlay, OH, 45840, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
Brent and I have been working together to assure that I have the best financial coverage necessary for each stage of my life. I have known Brent since the early 80’s and he has always been professional and has my best interests in mind. Now he has grown to own his own business and has hired some of the best people that I have ever had the pleasure of working with!
We love Brent and his entire wealth management team. They’ve been very beneficial in our wealth management and success . We believe in them so much we have family members who have trusted Brent and his team with their money requirements. Gabrielle and David Miller
Brent Jackson and his team have been very attentive to the needs of my mother and created a plan of action to address the many components of financial stability. Each year they review her goals, the progress of investments, and the action plan going forward. Brent is very thorough, listens well to our requests and explains things well when questions arise.
I’ve been with Brent Jackson from when he first started out in finance and before he even got his present office. He has handled my then minor daughter’s inheritance and completely guided me every step of the way in my retirement journey. He personally answers all my calls and concerns and makes me feel safe and secure. I trust his judgement 1000%!! He goes over and above to help in every way possible. I give him a million stars!! Thank you so much!!
I had the pleasure of working at Jackson Wealth for almost two years from 2019-2021. Brent and his team are experts in investment management, retirement planning, financial planning, and assisting clients in meeting their financial goals. Being that JWM are fiduciary advisors - having a legal obligation to put client interests above their own - they have helped many clients reach their financial goals and beyond. Brent and his team stand out due to their passion for serving people and dedication to seeing financial goals met... read more
Frequently asked questions about Jackson Wealth Management
How is Jackson Wealth Management rated?
Jackson Wealth Management has a 5 star rating with 4 reviews.
When is Jackson Wealth Management open?
Jackson Wealth Management is closed now. It will open at 8:00 a.m.