Overview
Assets Under Management: $120 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 39
Average Client Assets: $1.8 million
Frequently Asked Questions
JACKSON & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315102), JACKSON & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
JACKSON & ASSOCIATES, INC. is headquartered in ALBUQUERQUE, NM.
JACKSON & ASSOCIATES, INC. serves 39 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, JACKSON & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JACKSON & ASSOCIATES, INC. manages $120 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, JACKSON & ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.45%
Average Client Assets: $1.8 million
Total Client Accounts: 91
Discretionary Accounts: 84
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 315102
Filing ID: 1965782
Last Filing Date: 2025-03-28 14:39:00