Jackson Asset Management, Inc
RIAState Registered
Total AUM
$28M
Discretionary
$28M
100% of AUM
Avg account
$668K
Accounts
42
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 112052
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83%
- Individuals17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jackson Asset Management, Inc. is an independent, owner-operated registered investment adviser focused on serving individual and family clients and small businesses. Its advisory activity centers on discretionary portfolio management for individuals and small business owners. The firm charges both a percentage of assets under management and hourly fees. Jackson identifies as a non-ESG active manager, is not structured as a capital allocator, and does not position itself as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds50%
- Exchange Traded Equities42%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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