Overview
Assets Under Management: $490 million
Headquarters: COSTA MESA, CA
High-Net-Worth Clients: 148
Average Client Assets: $2.7 million
Frequently Asked Questions
JACKSON FINANCIAL MANAGEMENT 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 #108029), JACKSON FINANCIAL MANAGEMENT is subject to fiduciary duty under federal law.
JACKSON FINANCIAL MANAGEMENT is headquartered in COSTA MESA, CA.
JACKSON FINANCIAL MANAGEMENT serves 148 high-net-worth clients according to their SEC filing dated November 06, 2018. View client details ↓
According to their SEC Form ADV, JACKSON FINANCIAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JACKSON FINANCIAL MANAGEMENT manages $490 million in client assets according to their SEC filing dated November 06, 2018.
According to their SEC Form ADV, JACKSON FINANCIAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.25%
Average Client Assets: $2.7 million
Total Client Accounts: 1,810
Discretionary Accounts: 1,807
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 108029
Filing ID: 1248687
Last Filing Date: 2018-11-06 15:45:00