JWM Client App app for iPhone and iPad

4.4 ( 4144 ratings )

Business Finance
Developer: Jackson Wealth Management, LLC

Free

Current version: 5.5.3, last update: 6 months ago
First release : 07 Apr 2022
App size: 33.09 Mb

Jackson Wealth Management ("JWM") is an independent, fee-only, fiduciary firm that provides comprehensive financial planning and investment management services.

This mobile application provides clients of JWM direct access to their Investment Dashboard where they can see all their accounts in one place, obtain statements and view detailed portfolio reporting, among other things.