Jackson Wealth Management LLC Invests $1.45 Million in Oracle …

3 days ago · Jackson Wealth Management LLC acquired a new stake in shares of Oracle Co. (NYSE:ORCL - Free Report) during the fourth quarter, according to its most recent disclosure …

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Jackson Wealth Management LLC Invests $1.45 Million In Oracle …

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3 days ago · Jackson Wealth Management LLC acquired a new stake in shares of Oracle Co. (NYSE:ORCL - Free Report) during the fourth quarter, according to its most recent disclosure …

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Jackson Wealth Management Has Upped Position In Oracle (ORCL ...

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Jackson Wealth Management Llc increased its stake in Oracle Corp (ORCL) by 83.37% based on its latest 2019Q2 regulatory filing with the SEC. Jackson Wealth Management Llc bought …

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Jackson Wealth Management LLC Invests $3.71 Million In

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3 days ago · Jackson Wealth Management LLC purchased a new position in shares of Paychex, Inc. (NASDAQ:PAYX - Free Report) in the fourth quarter, according to the company in its most …

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JACKSON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Jackson Wealth Management is a large advisory firm with 630 clients and discretionary assets under management (AUM) of $763,700,000 (Form ADV from 2024-11-07). Their last reported …

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Oracle - Company Profile - Tracxn

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4 days ago · Oracle has also acquired 145 companies including NextService and Newmetrix. ... Oregon Pacific Wealth Management LLC Invests $1.58 Million in Oracle Co. …

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Jackson Wealth Management LLC Has $46.05 Million Stock …

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Dec 23, 2024 · The fund owned 197,641 shares of the iPhone maker’s stock after purchasing an additional 87,887 shares during the quarter. Apple comprises 5.5% of Jackson Wealth …

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Stock Yards Bank & Trust Co. Has $53.20 Million Holdings In …

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5 days ago · Reston Wealth Management LLC acquired a new stake in Oracle in the 3rd quarter valued at $44,000. Synergy Asset Management LLC bought a new stake in Oracle during the …

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Worth Asset Management LLC Takes Position In Oracle Co

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Jan 8, 2025 · Oracle Stock Up 0.7 %. NYSE:ORCL traded up $1.10 during trading hours on Wednesday, reaching $163.13. 7,579,158 shares of the stock were exchanged, compared to …

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Aprio Wealth Management LLC Has $437,000 Stake In Oracle Co.

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Jan 14, 2025 · Oracle Stock Performance. ORCL stock opened at $153.73 on Tuesday. The company has a debt-to-equity ratio of 5.65, a current ratio of 0.81 and a quick ratio of 0.72. …

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One Wealth Capital Management LLC Invests $1.53 Million In …

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Jan 7, 2025 · One Wealth Capital Management LLC purchased a new position in Oracle Co. (NYSE:ORCL - Free Report) during the 4th quarter, according to the company in its most …

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FOCUS Wealth Advisors LLC Invests $1.46 Million In Oracle

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Jan 20, 2025 · Diversify Wealth Management LLC boosted its position in shares of Oracle by 28.6% during the 4th quarter. Diversify Wealth Management LLC now owns 47,231 shares of …

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FAQs about Jackson Wealth Management LLC Invests $1.45 Million in Oracle … Coupon?

Who is Jackson wealth management?

Jackson Wealth Management is a large advisory firm with 650 clients and discretionary assets under management (AUM) of $641,700,000 (Form ADV from 2023-03-30). Their last reported 13F filing for Q1 2023 included $106,355,383 in managed 13F securities and a top 10 holdings concentration of 24.15%. ...

How many advisors does Jackson wealth management have?

Jackson Wealth Management, registered in 2008, serves 14 state (s) with a licensed staff of 6 advisors. Jackson Wealth Management manages $692.1 million and provides investment advisory services for 650 clients (1:108 advisor/client ratio). Is this your firm? Become a Mission Supporter 755 Primera Blvd, Suite 1001. ...

How much money does Jackson wealth management make?

Jackson Wealth Management manages $692.1 million and provides investment advisory services for 650 clients (1:108 advisor/client ratio). Is this your firm? Become a Mission Supporter 755 Primera Blvd, Suite 1001. Lake Mary, FL 32746 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

What do high net worth clients get from Jackson wealth management?

Jackson Wealth Management's high net worth clients receive more than financial, estate and retirement planning, tax planning, and investment services. They get a one-stop shop wealth management firm that is dedicated to achieving each client’s unique financial goals. ...

Which states does Jackson wealth management serve?

Jackson Wealth Management currently serves clients in the following states: AL, CA, FL, GA, LA, ME, MI, NY, NC, PA, SC, TN, TX, VA. What is the average client balance at Jackson Wealth Management? While Jackson Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $1.1 million. ...

What services does Jackson wealth management offer?

As a financial advisory firm, Jackson Wealth Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ...