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Our Disclosures

Jackson Wealth Management, LLC (“JWM”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Jackson Wealth Management, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.A environmental, social and governance (“ESG”) investment strategy limits the types and number of investment opportunities available and, as a result, the portfolio may underperform others that do not have an ESG focus. A portfolio's ESG investment strategy may result in the portfolio investing in securities or industry sectors that underperform the market as a whole or underperform other portfolios screened for ESG standards.

JWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall JWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if JWM or a JWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.