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JACKSON & ASSOCIATES, INC.
CRD 315102 · SEC 801-132590
8300 CARMEL AVE. NE, SUITE 202, ALBUQUERQUE, NM, 87122, United States
Phone
505-944-8404
Fax
505-369-1925
Registration
— (—)
Source
State registered
Total AUM
$101.4M
Discretionary AUM
$70.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $12.8M |
| High net worth individuals | 45 | $80.2M |
| Corporations/business entities | 1 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD