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
10

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 institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2001. The firm functions as a capital allocator for institutional clients and manages portfolios for investment companies while also performing selection-of-adviser duties. Its business footprint includes CPO/CTA activity and affiliations across the financial services ecosystem — broker-dealer, other investment advisers, insurance company roles, and sponsor or managing member responsibilities for pooled investment vehicles. Compensation arrangements reported combine percentage-of-AUM and fixed-fee schedules. The firm is not identified as an active ESG investor and is characterized as serving a primarily institutional client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Garett Childs

    Garett Childs

    Vice President, Chief Financial OfficerCRD 6288054

  • Mark Nerud

    Mark Nerud

    President, Chief Executive OfficerCRD 2366438

  • Alison Reed

    Alison Reed

    Chief Operations OfficerCRD 3241221

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Contacts

3 of 5
  • Kristan Richardson

    Assistant Vice PresidentCRD 6501012

  • Susan Rhee

    Susan Rhee

    SVP, General CounselCRD 4371555

  • Scott Golde

    Scott Golde

    General CounselCRD 5516146

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lansing, MI

Ingham

Location

Lansing, MI

Headquartered in Lansing, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
1 Corporate Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth