Jackson Money Management, Incorporated

Overview

Jackson Money Management, Incorporated is a small, fee-based advisory firm that acts as a capital allocator for high-net-worth individuals, families and a limited set of institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting sub‑advisers or third‑party managers when appropriate. The firm charges fees as a percentage of assets under management and does not position itself as an active ESG investor. Investment activity tilts toward publicly traded securities, with the largest single category being exchange‑traded equities. The firm also uses mutual funds and reports the capability to allocate to external alternative investment fund managers and to engage other advisers, suggesting flexibility to construct blended portfolios that combine individual equities, pooled funds and third‑party manager strategies when client objectives require them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices