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JACKSON FINANCIAL SERVICES, LLC
CRD 132252 · SEC 801-63379
1311 CHUCK DAWLEY BLVD., SUITE 103, MT. PLEASANT, SC, 29464, United States
Phone
800-752-2354
Fax
843-881-1557
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.1M
Discretionary AUM
$498.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 377 | $156.9M |
| High net worth individuals | 174 | $338.9M |
| Pension/profit sharing plans | 6 | $1.8M |
States served
CA, IL, LA, MD, MA, MI, NC, OH, PA, SC, TN, VA, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD