Jackson Financial Services LLC

Overview

Jackson Financial Services LLC is an independently operated RIA organized as an LLC and owned by an individual. The firm serves individual and family clients and combines advisory services with insurance and accounting activities. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible: percentage-of-AUM billing is used alongside hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives