Jackson Money Management, Incorporated

Jackson Money Management serves individuals (including high net worth individuals), trusts, and charitable organizations, and provides both discretionary portfolio management and non‑discretionary investment advisory services across equity and cash investments. Offerings include a managed stock portfolio concentrated in equities, selection and oversight of third‑party managers for broader diversification, and non‑discretionary advice on fixed‑income instruments, CDs, and Treasury bills.

The firm’s investment approach emphasizes fundamental analysis and long‑term purchases, favoring large‑cap U.S. and multinational companies with strong financials, steady earnings growth, capable management, and excess cash flow; portfolios are typically designed to hold about 20 stocks when fully invested. For clients seeking broader diversification it constructs multi‑manager portfolios combining managers across styles, capitalizations, and regions, and it will only employ trading strategies such as short sales, margin, or options at a client’s request.

Jackson Money Management operates with a small client roster and roughly $44.5 million in assets under management, supporting a customized, often concentrated portfolio approach with relatively high assets per client. Advisors and family members invest alongside clients in the managed stock portfolio under written personal trading policies, the firm does not vote client proxies (clients retain voting authority), and it commonly recommends a single custodian whose institutional services are linked to a minimum asset threshold—operational features that may affect conflicts of interest and custody arrangements.