# Jackson Private Wealth Mgmt

> Jackson Private Wealth Mgmt (iPhone/iPad app by Jackson Private Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/jackson-private-wealth-mgmt/id6497953676 (this page in markdown: same URL + `.md`)
- Developer: [Jackson Private Wealth Management, Inc.](https://appshunter.io/developer/1741551460)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-04-16
- Data updated: 2026-05-31
- User reviews in markdown: https://appshunter.io/ios/app/jackson-private-wealth-mgmt/id6497953676/reviews.md

## What is Jackson Private Wealth Mgmt?

This Mobile App allows you to access your JPWM Dynamic Client Portal on the go. 
 
 You can view account information, balances, and important documents.


## Version history (last 4 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-16

No release notes.

## Apps similar to Jackson Private Wealth Mgmt

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [FineMark Personal Mobile App](https://appshunter.io/ios/app/finemark-personal-mobile-app/id550148320) | 3.5 (8) | Free | Finance |
| [Partnership Financial CU](https://appshunter.io/ios/app/partnership-financial-cu/id719077900) | 4.0 (18) | Free | Finance |
| [Advyzon](https://appshunter.io/ios/app/advyzon/id1643794448) | 3.4 (7) | Free | Finance |
| [WSFCU Mobile Banking](https://appshunter.io/ios/app/wsfcu-mobile-banking/id1615612534) | 4.9 (294) | Free | Finance |
| [RMBT Mobile](https://appshunter.io/ios/app/rmbt-mobile/id1587350867) | 5.0 (1) | Free | Finance |
| [First Federal Bank of Ohio](https://appshunter.io/ios/app/first-federal-bank-of-ohio/id1482416256) | 4.6 (250) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-31.*