J
Jackson Financial, Investment & Retirement Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,800,223
Clients
33
0% 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
33
TypicalAverage account size
$236,370
About
Jackson Financial Investment & Retirement Services provides investment advice and portfolio management to individuals, trusts and retirement plans, with no stated account minimums. The firm is a small, single-advisor practice that managed approximately $6.7 million in client assets as of 10/31/2013 and maintains client accounts at Fidelity.
The firm constructs portfolios primarily using mutual funds to match each client's stated objectives and risk tolerance, and charges advisory fees on a percentage-of-assets basis billed quarterly. Accounts are reviewed on a quarterly basis with an annual review offered, and clients receive monthly statements from the custodian.
The brochure notes that the advisory business is conducted on a non-discretionary basis, which is less common among independent advisers. The principal is also a licensed CPA who prepares tax returns and performs accounting services, and the advisory practice represents roughly 25% of his professional time, reflecting an affiliation between investment and accounting activities not typical for firms of this type.
Client services
Portfolio management
Fee options
$100,000 - $1,200,000: 1% $1,200,000 - $2,200,000: 0.9% $2,200,000+: 0.8%
Commissions reported in Form ADV Part 1 but not detailed in brochure.
Main office location
Jackson Financial, Investment & Retirement Services, Inc.
905 Sarno Road
Melbourne FL 32935, United States
Number of offices
1
Most active in
Jackson Financial, Investment & Retirement Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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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