JACKSON NATIONAL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

Total AUM

$246B

Discretionary

$246B

100% of AUM

Avg account

$1.8B

Accounts

134

Employees

156

Advisory reps

Firm details

Headquarters: LANSING, Michigan
CRD number: 111079
Registered since: January 8, 2001
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Jackson National Asset Management, LLC is an SEC-registered, limited liability company that acts as a capital allocator for institutional clients. Registered in 2001, the firm combines portfolio management for investment companies with the selection of other advisers and operates in roles consistent with a CPO/CTA. Its fee arrangements include percentage-of-AUM and fixed fees. The firm is not positioned as an active ESG investor, is not a multi-state adviser, and does not identify as a newly formed adviser or a pension consultant. The organization has industry linkages beyond pure advisory work: it has affiliations with broker-dealers, other investment advisers, insurance company operations, and it functions in sponsor/GP or managing-member roles for pooled investment vehicles. Ownership is recorded as domestic entity and individual ownership.