Jackson & Associates, Inc.

Overview

Jackson & Associates, Inc. is an independent, privately owned advisory firm organized as a corporation and registered at the state level in New Mexico. The firm acts as a capital allocator for both individual/family and institutional clients and provides a mix of financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its billing structure includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices