Jackson Asset Management, Inc

Overview

Jackson Asset Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs a discretionary practice centered on separately managed account structures and pooled mutual fund allocations, with an investment approach that emphasizes diversified public fund exposure rather than concentrated direct equity positions. Fee arrangements combine a percentage of assets under management and hourly advisory charges, allowing flexibility for both ongoing portfolio oversight and finite planning or consulting engagements. Risk management appears conservative and implementation-driven: roughly half of the firm's assets are placed in public funds/mutual funds, while the remainder mixes SMA strategies, annuities and selective external alternative allocations. The adviser does not position itself as an ESG specialist and does not identify as a multi-state or pension consultant adviser. Primary client segments are individual and family investors; the firm is owned by an individual operator and maintains a compact client roster that supports personalized service.

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Public Holdings

Investments & Alternatives

Location & Offices