JACKSON AVENUE, LLC
Adviser information for JACKSON AVENUE, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 39 | $92.7M |
| Non-Discretionary | 18 | $61.3M |
| Total | 57 | $154.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $3.0M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 54 | $151.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses401K PLANS AND PARTICIPANTS |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121455 |
|---|---|
| SEC ERA File Number | 801-121455 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158854 |
| Legal Entity Identifier | None |
Principal Office
9220 BIG SPRINGS LOOPBRISTOW
VA
United States
Monday - Friday, 8:30 TO 5:30
Tel: 703-626-6475, Fax: None
Websites
Chief Compliance Officer
JOSEPH JASON DWYER
PRESIDENT
9220 BIG SPRINGS LOOP
BRISTOW
VA
United States
Tel:
703-626-6475
Fax:
7033938209
J****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MULL, HAROLD, CURTIS | Individual | – | PARTNER | 07/2015 | < 5% |
| DWYER, JOSEPH, JASON | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |