Ashley Henderson
Financial advisor at Jackson Wealth Management, LLC
Last updated 2026-10-10
Claim your profileAshley Henderson is a financial advisor at Jackson Wealth Management, LLC, CRD 7222882. Licenses and exams on the registration: Series 65. IAPD registration began 2022-04-13.
Registration
- CRD number
- 7222882
- Registration status
- Active
- IAPD registration
- 2022-04-13
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- FL
Licenses and exams
- Series 65
Work history
- 2026-05 to Present · Cwm, LLC · Omaha, NE
- 2026-05 to Present · Jackson Wealth Management, LLC · Lake Mary, FL
- 2020-01 to 2026-05 · Jackson Wealth Management LLC · Lake Mary, FL
- 2018-05 to 2020-01 · Olea Grill · Maitland, FL
- 2016-08 to 2018-05 · Florida State University · Tallahassee, FL
- 2017-05 to 2017-08 · Amc Theaters · Altamonte Springs, FL
- 2022-03 to Present · Jackson Wealth Management, LLC · Lake Mary, FL
Current employment
- Jackson Wealth Management, LLC · Lake Mary, FL
- Cwm, LLC · Omaha, NE
Jackson Wealth Management, LLC
- Regulatory AUM
- $1,069,600,000
- Registered advisors
- 8
- Offices
- 3
- Clients per advisor
- 112.5 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 30.9% (Moderate)
Jackson Wealth Management, LLC: advisors, services and reported ETF investments
About
Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Olea Grill, Florida State University, Amc Theaters, among others.
Jackson Wealth Management, LLC's firm-level Form ADV reports 8 advisors across 3 offices; approximately 112.5 clients per advisor, average assets per client of $1,188,444, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $20.1M across 20 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ashley Henderson personally.
Reported ETF positions
Jackson Wealth Management reports 20 ETF positions worth $20.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $3.9M |
| VOO — Vanguard S&P 500 ETF | $2.4M |
| DGRO — iShares Core Dividend Growth ETF | $1.9M |
| SMH — VanEck Semiconductor ETF | $1.7M |
| OEF — iShares S&P 100 Fund | $1.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Jackson Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | OEF — iShares S&P 100 Fund | $1.6M | Top 99.4% | Peer conviction 81.4% · Active return +3.79% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $2.4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $1.6M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $1.7M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Jackson Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 407-585-0235
- Website: jacksonwm.com
Official record
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