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Jackson Private Wealth Management, a Registered Investment Advisor (RIA) established in Florida in 2012, works directly for its clients.  Collectively they are the ‘boss.’  They decide what is in their best interests, not some committee half-way across the country.  Since investments are placed on a fee-basis, inherent conflicts of interests are greatly minimized.  There are no production quotas, goals to win trips, or any other outside influences to distract Jackson Private Wealth Management from focusing on one simple mission:  Serve the client as we would like to be served if the roles were reversed!

Scott Jackson, the President of Jackson Private Wealth Management, has over 20 years of experience as a financial advisor.  He holds two professional designations awarded by the College for Financial Planning, the Chartered Retirement Planning Counselor (CRPC®) designation and the Accredited Asset Management Specialist (AAMS®) designation. His risk-management approach and client-first philosphy led his colleagues at a previous firm to select him as the advisor they would trust with their own money.

Scott has been happily married to his lovely wife, Aimee, for 25 years. They have two spunky daughters, Gisele and Gabrielle.

Keleigh Jagel is the bright, dedicated, friendly, and helpful Client Relationship Specialist of Jackson Private Wealth Management.

Keleigh joined Jackson Private Wealth Management after a successful career as a teacher. After achieving academic accolades at UCF, Keleigh taught history and sociology while coaching the ethics team. After 6 years, she and her husband, Micah, moved to Nicaragua to aid the local people in their efforts to better their lives. After 7 years, they returned to the US due to COVID where Keleigh worked remotely as an English teacher in China and a project coordinator in New York before joining JPWM.

Important Disclosures

Jackson Private Wealth Management, Inc. (JPWM) is a Registered Investment Advisor (“RIA”) in the State of Florida that conducts business with clients in that and other states. JPWM will file and maintain all applicable licenses as required by the state securities divisions and renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This website and other marketing materials subject to this disclosure are intended to provide general information about JPWM. They are not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this website and in other marketing materials produced by JPWM are based on generally available information and are believed to be reliable. JPWM does not guarantee the accuracy of the information contained in this website or in other marketing materials. The information is of a general nature and should not be construed as investment advice.

JPWM will provide all prospective clients with a copy of our current Form ADV, Part 2 (“Disclosure Brochure”) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at anytime, you can contact us to request a copy.

If you have any questions regarding Compliance and Regulatory information, please contact us.

Social Media Disclosures

JPWM utilizes certain social media websites to communicate with clients, prospective clients, and the general public. JPWM adheres to the same policies and disclosures as with www.jackson.financial and www.thinktankfirm.com. In addition, social media websites have their own policies, privacy standards, and terms of use that are not defined by and may not alterable by JPWM. Users of these sites are cautioned that any content on these social media sites may be publicly accessible or used for purposes outside of your intent or the intent of JPWM.

Terms of Use Agreement

Welcome to the website for Jackson Private Wealth Management (“JPWM”, “We”, or “Us”). We maintain this website to provide you with information about JPWM and our services, as well as to provide general financial educational information. By using our site, you are agreeing to comply with and be bound by the following terms of use. PLEASE REVIEW THE FOLLOWING TERMS CAREFULLY. IF YOU DO NOT AGREE TO THESE TERMS, YOU SHOULD NOT REVIEW INFORMATION THIS SITE.

1. Acceptance of Agreement. You agree to the terms and conditions outlined in this Terms of Use Agreement (“Agreement”) with respect to our site (the “Site”). This Agreement constitutes the entire and only agreement between Us and you, and supersedes all prior or contemporaneous agreements, representations, warranties and understandings with respect to the Site, the content, products or services provided by or through the Site, and the subject matter of this Agreement. This Agreement may be amended at any time by Us from time to time without specific notice to you. The latest Agreement will be posted on the Site, and you should review this Agreement prior to using the Site.

2. Copyright. The content, organization, graphics, design, compilation, magnetic translation, digital conversion and other matters related to the Site are protected under applicable copyrights, trademarks and other proprietary (including but not limited to intellectual property) rights. The copying, redistribution, use or publication by you of any such matters or any part of the Site, except as allowed by Section 4, is strictly prohibited. You do not acquire ownership rights to any content, document or other materials viewed through the Site. The posting of information or materials on the Site does not constitute a waiver of any right in such information and materials.

3. Trademarks. Product and company names mentioned on the Site may be trademarks of their respective owners.

4. Limited Right to Use. The viewing, printing or downloading of any content, graphic, form or document from the Site grants you only a limited, nonexclusive license for use solely by you for your own personal use and not for republication, distribution, assignment, sublicense, sale, preparation of derivative works or other use. No part of any content, form or document may be reproduced in any form or incorporated into any information retrieval system, electronic or mechanical, other than for your personal use (but not for resale or redistribution).

5. Editing, Deleting and Modification. We reserve the right in our sole discretion to edit or delete any documents, information or other content appearing on the Site.

6. Indemnification. You agree to indemnify, defend and hold Us and our partners, attorneys, staff and affiliates (collectively, “Affiliated Parties”) harmless from any liability, loss, claim and expense, including reasonable attorney’s fees, related to your violation of this Agreement or use of the Site.

7. Nontransferable. Your right to use the Site is not transferable. Any password or right given to you to obtain information or documents is not transferable.

8. Disclaimer and Limits. THE INFORMATION FROM OR THROUGH THE SITE ARE PROVIDED “AS-IS,” “AS AVAILABLE,” AND ALL WARRANTIES, EXPRESS OR IMPLIED, ARE DISCLAIMED (INCLUDING BUT NOT LIMITED TO THE DISCLAIMER OF ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE). THE INFORMATION AND SERVICES MAY CONTAIN BUGS, ERRORS, PROBLEMS OR OTHER LIMITATIONS. WE AND OUR AFFILIATED PARTIES HAVE NO LIABILITY WHATSOEVER FOR YOUR USE OF ANY INFORMATION OR SERVICE. IN PARTICULAR, BUT NOT AS A LIMITATION THEREOF, WE AND OUR AFFILIATED PARTIES ARE NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS, LITIGATION, OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE NEGATION OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN US AND YOU. THIS SITE AND THE INFORMATION WOULD NOT BE PROVIDED WITHOUT SUCH LIMITATIONS. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM US THROUGH THE SITE SHALL CREATE ANY WARRANTY, REPRESENTATION OR GUARANTEE NOT EXPRESSLY STATED IN THIS AGREEMENT.

ALL RESPONSIBILITY OR LIABILITY FOR ANY DAMAGES CAUSED BY VIRUSES CONTAINED WITHIN THE ELECTRONIC FILE CONTAINING THE FORM OR DOCUMENT IS DISCLAIMED. WE WILL NOT BE LIABLE TO YOU FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES OF ANY KIND THAT MAY RESULT FROM USE OF OR INABILITY TO USE OUR SITE. OUR MAXIMUM LIABILITY TO YOU UNDER ALL CIRCUMSTANCES WILL BE EQUAL TO THE PURCHASE PRICE YOU PAY FOR ANY GOODS, SERVICES OR INFORMATION.

9. Use of Information. We reserve the right, and you authorize Us, to the use and assignment of all information regarding Site uses by you and all information provided by you in any manner consistent with our Privacy Policy.

10. Third-Party Services. We may make mention of third-party merchant sites (“Merchants”) from which you may purchase certain goods or services. You understand that we do not operate or control the products or services offered by Merchants. Merchants are responsible for all aspects of order processing, fulfillment, billing and customer service. We are not a party to the transactions entered into between you and Merchants. You agree that use of such Merchants is AT YOUR SOLE RISK AND IS WITHOUT WARRANTIES OF ANY KIND BY US, EXPRESSED, IMPLIED OR OTHERWISE INCLUDING WARRANTIES OF TITLE, FITNESS FOR PURPOSE, MERCHANTABILITY OR NON-INFRINGEMENT. UNDER NO CIRCUMSTANCES ARE WE LIABLE FOR ANY DAMAGES ARISING FROM THE TRANSACTIONS BETWEEN YOU AND MERCHANTS OR FOR ANY INFORMATION APPEARING ON MERCHANT SITES OR ANY OTHER SITE LINKED TO OUR SITE.

11. Third-Party Merchant Policies. All rules, policies (including privacy policies) and operating procedures of Merchants will apply to you while on such sites. We are not responsible for information provided by you to Merchants. We and the Merchants are independent contractors and neither party has authority to make any representations or commitments on behalf of the other.

12. Privacy Policy. Our Privacy Policy, as it may change from time to time, is a part of this Agreement.

13. Payments. You represent and warrant that if you are purchasing something from Us or from Merchants that (i) any credit information you supply is true and complete, (ii) charges incurred by you will be honored by your credit card company, and (iii) you will pay the charges incurred by you at the posted prices, including any applicable taxes.

14. No Offer, Investment Advice, or Guarantee of Performance. The Site and the information and opinions contained herein do not constitute an offer or a solicitation of an offer by JPWM to buy or sell any securities or financial instruments or to provide any investment advice or service. The specific securities, financial instruments, and services described on the Site may not be available to you and may not be appropriate for your specific situation. Past performance is not a guarantee of future results, and there is always the risk that an investor may lose money. Prior to making any investment decision, you should consider your specific situation and seek independent advice.

15. Links to other websites. The Site contains links to other websites, including links to the websites of companies that may provide related products, services, or information. We are not responsible for the content, accuracy or opinions expressed in such websites, and such websites are not investigated, monitored or checked for accuracy or completeness by Us. Inclusion of any linked website on our Site does not imply approval, endorsement or affiliation of the linked website, or the respective companies, by Us. If you decide to leave our Site and access these third-party sites, you do so at your own risk.

16. Copyrights. We respect the intellectual property of others, and we ask you to do the same. If you believe that your work has been copied in a way that constitutes copyright infringement, please provide Us with the following information:

(a) An electronic or physical signature of the person authorized to act on behalf of the owner of the copyright interest;
(b) A description of the copyrighted work that you claim has been infringed;
(c) A description of where the material that you claim is infringing is located on the Site;
(d) Your address, telephone number, and email address;
(e) A statement by you that you have a good faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law; and
(f) A statement by you, made under penalty of perjury, that the above information in your Notice is accurate and that you are the copyright owner or authorized to act on the copyright owner’s behalf.

Notice of claims of copyright infringement on the Site should be directed to Jackson Private Wealth Management:

By mail: Jackson Private Wealth Management, 434 Delannoy Avenue, Suite 201, Cocoa, FL 32922

By phone: (321) 735-9872

By email: scj@jacksonpwm.com

17. Information and Press Releases. The Site contains information and press releases about Us. While this information was believed to be accurate as of the date prepared, We disclaim any duty or obligation to update this information or any press releases. Information about companies other than ours contained in the press release or otherwise, should not be relied upon as being provided or endorsed by Us.

18. Miscellaneous. This Agreement shall be treated as though it were executed and performed in Cocoa, FL, and shall be governed by and construed in accordance with the laws of the State of Florida (without regard to conflict of law principles). Any cause of action by you with respect to the Site (and/or any information, products or services related thereto) must be instituted within one (1) year after the cause of action arose or be forever waived and barred. All actions shall be subject to the limitations set forth in Section 8 and Section 10. The language in this Agreement shall be interpreted as to its fair meaning and not strictly for or against either party. All legal proceedings arising out of or in connection with this Agreement shall be brought solely in Cocoa, FL. You expressly submit to the exclusive jurisdiction of said courts and consents to extra-territorial service of process. Should any part of this Agreement be held invalid or unenforceable, that portion shall be construed consistent with applicable law and the remaining portions shall remain in full force and effect. To the extent that anything in or associated with the Site is in conflict or inconsistent with this Agreement, this Agreement shall take precedence. Our failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision nor of the right to enforce such provision.

If you have questions about the above Terms of Use Agreement, our Privacy Policy, or any other questions regarding the Site, please contact:

Jackson Private Wealth Management

434 Delannoy Avenue

Suite 201

Cocoa, FL 32922

(321) 735-9872

© 2012-2024 Jackson Private Wealth Management, Inc., All Rights Reserved

JPWM by Scott Conrad Jackson