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JACKSON WEALTH MANAGEMENT, LLC

Company Details

Entity Name: JACKSON WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 03 Jun 2008 (17 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 27 Dec 2013 (11 years ago)
Document Number: L08000054878
FEI/EIN Number 262745976
Address: 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL, 32746
Mail Address: 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL, 32746
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1536799 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746 (407) 585-0235

Filings since 2024-10-22

Form type 13F-HR
File number 028-16425
Filing date 2024-10-22
Reporting date 2024-09-30
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Filings since 2024-07-01

Form type 13F-HR
File number 028-16425
Filing date 2024-07-01
Reporting date 2024-06-30
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Filings since 2024-06-11

Form type 13F-HR
File number 028-16425
Filing date 2024-06-11
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-16425
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-16425
Filing date 2023-11-14
Reporting date 2023-09-30
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Filings since 2023-08-02

Form type 13F-HR
File number 028-16425
Filing date 2023-08-02
Reporting date 2023-06-30
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Filings since 2023-05-12

Form type 13F-HR
File number 028-16425
Filing date 2023-05-12
Reporting date 2023-03-31
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Filings since 2023-02-10

Form type 13F-HR
File number 028-16425
Filing date 2023-02-10
Reporting date 2022-12-31
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Filings since 2022-11-14

Form type 13F-HR
File number 028-16425
Filing date 2022-11-14
Reporting date 2022-09-30
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Filings since 2022-08-01

Form type 13F-HR
File number 028-16425
Filing date 2022-08-01
Reporting date 2022-06-30
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Filings since 2022-05-05

Form type 13F-HR
File number 028-16425
Filing date 2022-05-05
Reporting date 2022-03-31
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Filings since 2022-02-09

Form type 13F-HR
File number 028-16425
Filing date 2022-02-09
Reporting date 2021-12-31
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Filings since 2021-12-10

Form type 13F-HR
File number 028-16425
Filing date 2021-12-10
Reporting date 2021-09-30
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Filings since 2021-08-03

Form type 13F-HR
File number 028-16425
Filing date 2021-08-03
Reporting date 2021-06-30
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Filings since 2021-04-12

Form type 13F-HR
File number 028-16425
Filing date 2021-04-12
Reporting date 2021-03-31
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Filings since 2021-02-02

Form type 13F-HR
File number 028-16425
Filing date 2021-02-02
Reporting date 2020-12-31
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Filings since 2020-10-13

Form type 13F-HR
File number 028-16425
Filing date 2020-10-13
Reporting date 2020-09-30
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Filings since 2020-07-27

Form type 13F-HR
File number 028-16425
Filing date 2020-07-27
Reporting date 2020-06-30
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Filings since 2020-05-13

Form type 13F-HR
File number 028-16425
Filing date 2020-05-13
Reporting date 2020-03-31
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Filings since 2020-02-04

Form type 13F-HR
File number 028-16425
Filing date 2020-02-04
Reporting date 2019-12-31
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Filings since 2019-11-07

Form type 13F-HR
File number 028-16425
Filing date 2019-11-07
Reporting date 2019-09-30
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Filings since 2019-07-12

Form type 13F-HR
File number 028-16425
Filing date 2019-07-12
Reporting date 2019-06-30
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Filings since 2019-05-09

Form type 13F-HR
File number 028-16425
Filing date 2019-05-09
Reporting date 2019-03-31
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Filings since 2019-01-24

Form type 13F-HR
File number 028-16425
Filing date 2019-01-24
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-16425
Filing date 2018-11-14
Reporting date 2018-09-30
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Filings since 2018-08-08

Form type 13F-HR
File number 028-16425
Filing date 2018-08-08
Reporting date 2018-06-30
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Filings since 2018-05-03

Form type 13F-HR
File number 028-16425
Filing date 2018-05-03
Reporting date 2018-03-31
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Filings since 2018-02-05

Form type 13F-HR
File number 028-16425
Filing date 2018-02-05
Reporting date 2017-12-31
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Filings since 2017-11-09

Form type 13F-HR
File number 028-16425
Filing date 2017-11-09
Reporting date 2017-09-30
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Filings since 2017-08-10

Form type 13F-HR
File number 028-16425
Filing date 2017-08-10
Reporting date 2017-06-30
File View File

Filings since 2017-05-08

Form type 13F-HR
File number 028-16425
Filing date 2017-05-08
Reporting date 2017-03-31
File View File

Filings since 2017-02-08

Form type 13F-HR
File number 028-16425
Filing date 2017-02-08
Reporting date 2016-12-31
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Filings since 2016-11-03

Form type 13F-HR
File number 028-16425
Filing date 2016-11-03
Reporting date 2016-09-30
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Filings since 2016-08-04

Form type 13F-HR
File number 028-16425
Filing date 2016-08-04
Reporting date 2016-06-30
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Filings since 2016-05-02

Form type 13F-HR
File number 028-16425
Filing date 2016-05-02
Reporting date 2016-03-31
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Filings since 2016-02-04

Form type 13F-HR
File number 028-16425
Filing date 2016-02-04
Reporting date 2015-12-31
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Filings since 2015-10-30

Form type 13F-HR
File number 028-16425
Filing date 2015-10-30
Reporting date 2015-09-30
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Filings since 2015-07-29

Form type 13F-HR
File number 028-16425
Filing date 2015-07-29
Reporting date 2015-06-30
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Filings since 2015-05-04

Form type 13F-HR
File number 028-16425
Filing date 2015-05-04
Reporting date 2015-03-31
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Filings since 2015-02-06

Form type 13F-HR
File number 028-16425
Filing date 2015-02-06
Reporting date 2014-12-31
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Agent

Name Role Address
JACKSON GEORGE P Agent 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL, 32746

Managing Member

Name Role Address
JACKSON GEORGE P Managing Member 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL, 32746

Events

Event Type Filed Date Value Description
LC AMENDMENT 2013-12-27 No data No data
REGISTERED AGENT ADDRESS CHANGED 2012-06-12 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data
CHANGE OF PRINCIPAL ADDRESS 2012-05-11 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data
CHANGE OF MAILING ADDRESS 2012-05-11 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-21
ANNUAL REPORT 2017-04-04
ANNUAL REPORT 2016-03-28
ANNUAL REPORT 2015-03-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2554827103 2020-04-10 0491 PPP 755 Primera Blvd #1001, LAKE MARY, FL, 32746-2124
Loan Status Date 2021-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 188336
Loan Approval Amount (current) 188300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123499
Servicing Lender Name BayFirst National Bank
Servicing Lender Address 700 Central Avenue, Saint Petersburg, FL, 33701
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAKE MARY, SEMINOLE, FL, 32746-2124
Project Congressional District FL-07
Number of Employees 8
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Unanswered
Veteran Non-Veteran
Forgiveness Amount 189579.41
Forgiveness Paid Date 2021-01-08

Date of last update: 02 Feb 2025

Sources: Florida Department of State