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| Keyboard |
| Jackson Financial Services LLC
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|---|---|
| CRD # | 132252 |
| SEC # | 801-63379 |
| CIK # | |
| AUM | 498.1 M (2026-03-30) |
| 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 | 156.9 |
| (b) Individuals (high net worth individuals) | 174 | 338.9 |
| (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 | 1.8 |
| (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 | 498.1 |
| By Discretionary | ||
| Discretionary | 958 | 498.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 958 | 498.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.1 | |
| Total | 958 | 498.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HC Advisors LLC
✚
|
GA | 500.2 M |
|
Private Wealth Solutions LLC
✚
|
CA | 500.0 M |
|
Act Advisors LLC
✚
|
NC | 498.9 M |
|
Kahn Brothers Advisors LLC
✚
|
NY | 498.6 M |
|
Pitzl Financial LLC
✚
|
MN | 498.0 M |
|
Socorro Asset Management LP
✚
|
TX | 497.9 M |
|
William Madison Advisors Inc
✚
|
TX | 497.7 M |
|
Peavine Capital LLC
✚
|
496.3 M | |
|
Alexander Investment Services Co
✚
|
KY | 496.3 M |
|
Rench Wealth Management Inc
✚
|
TX | 495.9 M |