Jackson & Associates, Inc.

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Client assets under management

$93,035,287

Clients

56% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,162,941

About

Jackson & Associates, Inc. serves individual clients (including high‑net‑worth individuals), small businesses, trusts and estates, offering discretionary portfolio management, financial planning and consulting, selection and oversight of third‑party money managers, and retirement plan advisory services. The firm manages approximately $101.4 million for roughly 80 client relationships and provides both plan fiduciary services and participant communication and education for employer retirement plans.

The firm describes itself as an asset allocator that builds broadly diversified, long‑term portfolios using ETFs, mutual funds, individual equities, bonds and options, with allocations tailored to each client’s risk tolerance and time horizon. Jackson & Associates routinely selects and monitors TPMMs and may direct allocations for assets held inside variable annuities or 529 plans while those assets remain at the product custodian; for sub‑advised accounts the firm receives a portion of the overall advisory fee while clients also pay a separate TPMM fee.

Compared with peers of similar size, the combination of formal TPMM oversight and documented ERISA 3(21)/3(38) retirement plan fiduciary services (including benchmarking, plan design assistance and participant education) is a distinguishing feature. The firm also discloses that some investment adviser representatives are independently licensed insurance agents who receive separate commissions for insurance sales, and the firm does not vote client proxies, leaving proxy materials to custodians.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Divorce financial planning

Fee options

Fixed

Comprehensive financial plan flat fee starting at $5,000; fees negotiable based on scope

Percentage

$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.73% $3,000,001 - $6,000,000: 0.52% $6,000,001+: 0.26%

Commissions

Insurance products sold by firm employees earn commissions separate from advisory fees

Project-based

Hourly fees for financial planning/consulting services start at $300/hour

Other

Account minimum: $500,000 Fee-only: Financial planning/consulting services: hourly fees begin at $300/hour; flat fee for comprehensive financial plan starts at $5,000 (negotiable)

Main office location

Jackson & Associates, Inc.

8300 Carmel Ave. Ne, Suite 202

Albuquerque NM 87122, United States

Number of offices

Most active in

New Mexico · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 505-944-8404

Advisors at this firm

Richard J

CFP®, Series 63, Series 65

Albuquerque, NM

Jackson & Associates, Inc.

Richard Jackson is a CFP® professional with 14 years of industry experience, currently affiliated with Jackson & Associates, Inc. He has worked at Jackson & Associates since 2011 and also has a role at First Heartland Capital Inc. Beyond his advisory work, he is involved with Western Assurance Agency, where he serves as an agent and broker for fixed insurance products including fixed annuities, life insurance, long-term care, and disability income insurance. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term portfolios and provides fiduciary services and retirement-plan support, including vendor analysis and participant education.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Divorce financial planning

Christopher B

CFP®

Albuquerque, NM

Jackson & Associates, Inc.

Christopher Boren is a CFP® professional with six years of experience at Jackson & Associates, Inc. He also operates Abadie & Boren Ltd. Co., providing tax preparation services for individuals, trusts, and businesses. His prior experience includes roles at Evensky & Katz, Texas Tech University, Sandia National Labs, and New Mexico State University. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes broadly diversified, long-term portfolios primarily using ETFs, mutual funds, stocks, and bonds, and offers fiduciary services along with retirement-plan support.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Divorce financial planning

Michele H

Series 65

Albuquerque, NM

Jackson & Associates, Inc.

Michele Haguewood is a financial advisor at Jackson & Associates, Inc. in Albuquerque, NM, holding a Series 65 designation. She has been with the firm since 2018 and was self-employed from 2008 to 2018. Michele has no prior industry experience before joining Jackson & Associates. Jackson & Associates serves individuals, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term investment strategies using ETFs, mutual funds, stocks, and bonds, and offers ERISA fiduciary services along with third-party money manager oversight.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Divorce financial planning

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