Jackson Avenue, LLC
Firm details
- Headquarters
- ,
- CRD number
- 158854
- Registered since
- June 16, 2021
- Website
- jacksonavenue.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other99.8%
- Individuals0.2%
Firm profile
FINTRXOverview
Jackson Avenue, LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm charges clients via a mix of percentage-of-assets and fixed fees. Its filings indicate it does not identify as an active ESG investor, is not a multi-state adviser for regulatory purposes, and does not serve as a pension consultant or related adviser. The firm’s classification on record is unclassified and it does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2
Joseph Dwyer
PresidentCRD 2608534
Harold Mull
Managing DirectorCRD 4014529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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