JACKSON & ASSOCIATES, INC.

Overview

Jackson & Associates, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm operates as a capital allocator for both individual and institutional clients, offering a mix of financial planning and portfolio management for individuals and small businesses, plus pension consulting services and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and appears to operate within a single state jurisdiction. The adviser’s service set and “selection of other advisers” capability indicate a hybrid model: direct management of client portfolios alongside outsourcing or allocating to external managers when appropriate. Although the ADV lists pension consulting among its advisory activities, the firm does not register as a pension consultant per the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives