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JACKSON FINANCIAL SERVICES LLC
CRD 153927
2626 COLE AVENUE, SUITE 300, DALLAS, TX, 75204, United States
Phone
214-500-8082
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$909K
Discretionary AUM
$909K
Team
1 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $909K |
| High net worth individuals | 13 | — |
Official SEC filing: View on IAPD