Wealth Manager
    SEC Registered
    Manages Private Funds

    Jackson Financial Services, LLC

    Registered investment advisor · Mt. Pleasant, South Carolina · CRD #132252

    Assets Under Management
    $498M
    Client Accounts
    958
    Employees
    3
    CRD Number
    132252
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Jackson Financial Services, LLC

    Jackson Financial Services, LLC is an investment advisory firm specializing in financial services for dentists and physicians, offering portfolio management and financial planning.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Jackson Financial Services, LLC

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    Frequently Asked Questions

    What is Jackson Financial Services, LLC's AUM?

    Jackson Financial Services, LLC reports approximately $498M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jackson Financial Services, LLC headquartered?

    Jackson Financial Services, LLC is headquartered in Mt. Pleasant, South Carolina.

    What is Jackson Financial Services, LLC's CRD number?

    Jackson Financial Services, LLC's CRD number is 132252. 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 Financial Services, LLC manage?

    Jackson Financial Services, LLC manages approximately 958 client accounts according to its latest SEC filing.

    Is Jackson Financial Services, LLC SEC registered?

    Yes, Jackson Financial Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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