|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jackson Financial Services LLC
✚
|
|
|---|---|
| CRD # | 132252 |
| SEC # | 801-63379 |
| CIK # | |
| AUM | $475.9 M (2025-05-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 800-752-2354 |
| Address | 1311 Chuck Dawley Blvd Mt Pleasant, SC 29464 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 149.5 |
| (b) Individuals (high net worth individuals) | 174 | 324.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 958 | 475.9 |
| By Discretionary | ||
| Discretionary | 958 | 475.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 958 | 475.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 475.9 | |
| Total | 958 | 475.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reston Wealth Management LLC
✚
|
VA | 0.5 |
|
FFG Partners LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.5 |
|
Monarch Capital Management Inc
✚
|
IN | 0.5 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.5 |
|
Centrica Wealth Management LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
Jacobsen Capital Management LLC
✚
|
UT | 0.5 |
|
North Shore Private Asset Management LLC
✚
|
IL | 0.5 |