JACKSON FINANCIAL SERVICES, LLC
Adviser information for JACKSON FINANCIAL SERVICES, LLC last updated from Form ADV on February 22nd, 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 | South Carolina, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 74 | $29.0M |
| Non-Discretionary | 813 | $282.9M |
| Total | 887 | $311.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 47 | $91.9M |
| HNW Individuals | 40 | $192.2M |
| 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 | 29 | $22.7M |
| Charitable organizations | <5 | $5.0M |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesREFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-63379 |
|---|---|
| SEC ERA File Number | 801-63379 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 132252 |
| Legal Entity Identifier | None |
Principal Office
1311 CHUCK DAWLEY BLVD.SUITE 103
MT. PLEASANT
SC
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 800-752-2354, Fax: 843-881-1557
Websites
Chief Compliance Officer
R. MASON MOISE
MANAGING MEMBER
PO BOX 1028
MT. PLEASANT
SC
United States
Tel:
843-881-3434
Fax:
843-881-1557
R**@*******************G
(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 |
|---|---|---|---|---|---|
| MOISE, ROBERT, MASON NETTLES | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 07/2004 | > 75% |