Jackson Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$495,850,012
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
551
32% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
551
Very HighAverage account size
$899,909
About
Jackson Financial Services provides portfolio management, financial planning, pension consulting, investment policy statement preparation, and advisor-selection services to individuals, employee benefit plans, and other institutional clients. The firm reports discretionary management of approximately $498 million across about 551 client relationships and offers consulting and education services to plan sponsors and participants.
The firm typically tailors portfolios to client objectives and risk tolerances, using fundamental analysis alongside both long- and short-term trading strategies; it may employ margin, short sales, option writing, and structured products where suitable. It also prepares written IPS documents, periodically monitors third‑party advisers it recommends, and may implement client mandates on a discretionary basis.
Distinctive features include a relatively large discretionary asset base for a supported firm operating with a single advisor, and a formal practice of recommending third‑party advisers where the firm shares in the third party’s advisory fees — a relationship that creates an explicit referral compensation arrangement. The firm also routinely requires clients to use Schwab or Fidelity custody relationships (and receives institutional benefits), and it explicitly provides pension plan services that include participant education and plan‑level monitoring.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Consulting
Occupation focus
Retired
Fee options
Consulting fixed fees typically ranging from $2,500 to $5,000
$0+: 0.50% annually (Portfolio Management) $0+: 0.20% to 1.00% annually (Pension Consulting Services)
$100 to $250 per hour for consulting services
Fee-only: Financial planning fees from $500 to $2,500 depending on complexity; Consulting fixed fees from $2,500 to $5,000; Hourly consulting fees $100 to $250 per hour
Main office location
Jackson Financial Services, LLC
1311 Chuck Dawley Blvd., Suite 103
Mt. Pleasant SC 29464, United States
Number of offices
1
Most active in
Jackson Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Florida · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin
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.
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