JACKSON FINANCIAL SERVICES, LLC

RIASEC RegisteredEst. 2004

Total AUM

$498M

Discretionary

$498M

100% of AUM

Avg account

$520K

Accounts

958

Employees

Advisory reps

Firm details

Headquarters: MOUNT PLEASANT, South Carolina
CRD number: 132252
Registered since: July 30, 2004
Website: jacksonfinancial.org
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.05%
Individuals31.51%
Pension & Profit Sharing Plans0.37%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Jackson Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2004. The firm serves both high-net-worth individuals and institutional clients and operates as a capital allocator, combining fee-based advisory work with selection of third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. The firm reports a multi-faceted fee model—percentage of AUM, hourly fees and fixed-fee arrangements—reflecting a mix of ongoing portfolio management and project-based advisory work. Investment emphasis is on publicly traded equities, with a clear preference for exchange-traded instruments. Jackson Financial Services is not an active ESG investor. Its business model includes directing client capital to external managers when appropriate, and it acts as a conduit to alternative investment strategies alongside traditional mutual funds and corporate debt.