← Back to search
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.
CRD 142486
905 SARNO ROAD, MELBOURNE, FL, 32935, United States
Phone
321-394-1040
Fax
321-622-4742
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions; $ 250 FLAT FEE
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $7.8M |
Official SEC filing: View on IAPD