Wealth Manager
    Manages Private Funds

    Jackson & Associates, Inc.

    Registered investment advisor · Albuquerque, New Mexico · CRD #315102

    Assets Under Management
    $101M
    Client Accounts
    81
    Employees
    3
    CRD Number
    315102
    Registration
    STATE Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jackson & Associates, Inc.

    Jackson & Associates, Inc. is a registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $101M in regulatory assets across 81 client accounts. The firm's full regulatory record is filed with the SEC under CRD #315102.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Jackson & Associates, Inc.'s AUM?

    Jackson & Associates, Inc. reports approximately $101M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jackson & Associates, Inc. headquartered?

    Jackson & Associates, Inc. is headquartered in Albuquerque, New Mexico.

    What is Jackson & Associates, Inc.'s CRD number?

    Jackson & Associates, Inc.'s CRD number is 315102. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jackson & Associates, Inc. manage?

    Jackson & Associates, Inc. manages approximately 81 client accounts according to its latest SEC filing.

    Is Jackson & Associates, Inc. SEC registered?

    Jackson & Associates, Inc. is registered as a STATE investment adviser.

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