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Jackson Wealth Management

Engaged employer

Extremely stressful with little to no resources/assistance available; I would recommend avoiding employment at this firm - Wealth Advisor Jackson Wealth Management Employee Review

1.0
28 Feb 2013
Recommend
CEO approval
Business outlook

Pros

Very easy to climb the ladder due to huge amounts of turnover You are able to take on tons of responsibility very quickly Decent healthcare benefits if you are single 401k and pension plan. 401k is safe harbor and pension has 2-6 year vesting due to being top heavy

Cons

No resources available to employees to assist them. Limited financial software and you have to buy your own office supplies. You have to pay for all of the fees associated with licensing with no assistance from the firm Bonus plan changes every quarter Very low salary in comparison to the amount of work you do Extremely stressful environment Principal used to be a CPA so he runs the firm like an accountant's office. You have scheduled hours and scheduled lunch hour, if you are late to starting your lunch you still need to be back by the designated end Principal has a horrible reputation in the industry, so working with supposed business partners is extremely difficult because they do not want to assist this firm in any way New employees are forced to sign 3 year contract as condition of employment, if you quit within 3 years you owe the principal $50,000 and he will sue you to collect without hesitation. I started before these came into existence, but I know of 3 ex-employees who are currently fighting lawsuits. Owner micromanages everything employees do all the way down to the font in excel spreadsheets This was by far the most stressful place I have ever worked. I would advise avoiding working here. You are paid very little and are emotionally abused daily.

Explore other reviews about Jackson Wealth Management

5.0
10 Jul 2025
Recommend
CEO approval
Business outlook

Pros

Smaller firm environment allows you to take on a broader, more impactful role Exposure to diverse areas of wealth management and accounting Supportive management and a great team culture Complimentary lunch provided daily Clear pathway to a full-time offer

Cons

No cons at this time

5.0
15 Jun 2015
Recommend
CEO approval
Business outlook

Pros

At Jackson Wealth Management, you will service polished and accomplished clients who have been apart of the firm for several years and are really nice to work with that make your job a lot easier. The firm provides a lot of flexibility for personal days off and if you are a graduate student and/or continuing your education, the firm is very understanding and encouraging for you to do so. The work atmosphere is a team effort and you connect with each other as if you were family. I transitioned from college to beginning my career with this firm and have gained a deeper understanding of the financial industry, as well as, people skills and how to properly engage with clients. Client issues may become complex, this will keep you sharp and on your toes. This is a boutique firm which means you will be performing a variety of tasks and leave a lot of opportunities for challenging experiences. If you are specifically looking to become a Certified Financial Planner, this is the best to be. You may be eligible to be reimbursed, granted you complete and pass the courses. Not only is this a learning environment, but we maintain a good balance in the office by getting a little competitive on the ping pong table and dart board. Overall, thus far, I enjoy my experience at the firm and look forward to my future here!

Cons

If you are not prepared for the opportunity to engage with clients and provide outstanding customer service, this is not the place for you. Also, you must be prepared to expand your horizon because you will complete a variety of tasks.

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