BBB Accredited Business Profile

Jackson Wealth Management, LLC

Jackson Wealth Management, LLC

(419) 423-7781

Jackson Wealth Management, LLC

22 years in business
337 E Lincoln St
Findlay, OH 45840-4942
Additional Phone Numbers
  • (866) 778-7625
Additional Email Addresses
  • Patricia.Norden@LPL.com
BBB File Opened: 02/01/2012
Business Started: 07/23/1995
Business Incorporated: 04/18/2007 in OH
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Brent D. Jackson, LPL Registered Principal
  • Ms. Patricia Norden, Client Support Administrator
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Insurance - Accident & Health
  • Insurance - Health
  • Insurance - Life
  • Annuities
  • Investment Securities
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Insurance Services
  • Financial Services
  • Investment Management
  • Consultant - Employee Benefit Plans
  • Estate Planning & Management
  • Taxes - Consultants & Representatives

Additional Information
  • Account Protection The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London I...
  • Account Protection The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.  This extensive coverage reflects a strong commitment to serving your investment needs.

Products & Services
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, and you can be confident that our objective is to help maintain and increase your wealth over time.
Alternate Business Names
  • LPL Financial
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
1
BBB accredited business

A+

Overview

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.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Jackson Wealth Management, LLC

Jackson Wealth Management, LLC

BBB ACCREDITATION SINCE 02/08/2012

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