J
Jackson Asset Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,045,610
Clients
21
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,335,505
About
The firm is an independent, single-advisor registered investment adviser that provides discretionary portfolio management, financial planning and consulting to individuals, high-net-worth individuals, trusts and estates. It also acts as an ERISA fiduciary for retirement accounts and manages individually tailored investment accounts.
Investment decisions are informed by a mix of fundamental and technical analysis, with occasional cyclical or tactical adjustments rather than an attempt to time markets; strategies include both long- and short-term purchases and periodic rebalancing based on client objectives. Research sources cited in the brochure include public filings, financial publications and third‑party research, and the adviser monitors client circumstances through regular reviews.
Noteworthy features compared with many peers include the firm’s sole-advisor model combined with the principal’s long professional history and multiple advanced financial and legal credentials, which are emphasized as part of the firm’s oversight and compliance structure. The brochure also discloses operational details such as reliance on a single custodian relationship, a policy that the adviser may hold the same strategies in personal accounts while executing client orders first, and that proxy voting remains the client’s responsibility.
Client services
Portfolio management
Consulting
Expertise
Wealth management
Fee options
0.70% annually
$200 per hour
Account minimum: $100,000
Main office location
Jackson Asset Management, Inc
San Diego CA, United States
Number of offices
1
Most active in
Jackson Asset Management, Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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