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    Aams Scott Jackson

    Wealth Manager, Jackson Private Wealth Management, Inc.

    Scott Jackson, AAMS, CRPC is a Wealth Manager at Jackson Private Wealth Management, Inc. based in Cocoa, Florida.1 He has over 20 years of experience in the financial industry, with a focus on wealth management and financial advisory services.12

    Professional Experience

    • Current Role: Wealth Manager at Jackson Private Wealth Management, Inc. since October 20121
    • Previous Positions:
      • Financial Advisor at Edward Jones (March 2009 - October 2012)
      • Financial Advisor at Merrill Lynch (June 2006 - March 2009)
      • Financial Advisor at Smith Barney (June 2004 - December 2005)
      • Risk Manager at Watchtower's Treasurer's Office (1997 - 2001)

    Education and Certifications

    • CRPC (Chartered Retirement Planning Counselor) from the College for Financial Planning1
    • AAMS (Accredited Asset Management Specialist) from the College for Financial Planning1
    • Holds various licenses, including Life, Health, and Variable Annuity License (State of Florida), Series 63, and Series 651

    Philosophy and Approach

    Scott Jackson's approach to wealth management emphasizes risk management, as reflected in his motto: "Manage the risks well and the money takes care of itself!"1 His firm, Jackson Private Wealth Management, Inc., focuses on providing a boutique client-focused wealth management experience.1

    Scott is known for his client-centric approach, having been selected by colleagues as the advisor they would most trust to manage their families' investments during his time at Smith Barney.1

    Highlights

    Feb 5 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    About |
    Jan 1 · jackson.com
    Jackson Private Wealth disclosure documentation

    Related Questions

    What is Scott Jackson's investment strategy at Jackson Private Wealth Management?
    How long has Scott Jackson been working as a wealth manager?
    What are the key certifications held by Scott Jackson?
    How does Scott Jackson's experience at Edward Jones compare to his current role?
    What makes Jackson Private Wealth Management different from other wealth management firms?
    Aams Scott Jackson
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    Location

    Cocoa, Florida, United States