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Details

Jackson Wealth Management, LLC Independence powered by LPL FinancialSecurities offered through LPL Financial, Member FINRA/SIPC

General Info

We aren't Brokers and we don't charge commissions Fee-based asset management allows you and us to share a common goal-to grow the value of your assets. A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of your account. A partnership that allows us to concentrate on what matters most-building an investment portfolio that seeks to address your specific needs. As your Money Grows...We Grow We are committed to your long-term success. We work with you to develop and execute a strategy tailored to your goals, you can be confident that our objective is to help maintain and increase your wealth over time.

HoursCLOSED NOW
Regular Hours:
Mon - Thu
Fri

Contact Info

Phone:

Main - 419-423-7781

Address:
300 W Main Cross St Findlay, OH 45840
Email:

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Categories
Stock & Bond Brokers, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Life Insurance, Retirement Planning Services
Services / Products
No proprietary products Thousands of individual securities Alliances with the nation's leading providers of investment and insurance products.
Payment Options
no credit cards
Brands
American Funds, Fidelity Investments, First Trust, Guggenheim, LPL Financial, Linsco Private Ledger, Pimco Investments, Powershares, Proshares, Prudential Investments, Vanguard Investments
Location
Located next to the Marathon Center for the Performing Arts and directly across the street from the downtown Great Scot Supermarket.
Amenities
Investment Advisory,Investment Brokerage, Retirement Income, Retirement Planning,Retirement Rollovers
Accreditation

FINRA

SIPC

Associations
Member FINRA/SIPC
AKA

Linsco Private Ledger

Jackson & Ruppright Financial

Brent Jackson

LPL Financial

Jackson & Ruppright

Data provided by one or more of the following: Thryv, Data Axle, Yext.