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JACKSON NATIONAL ASSET MANAGEMENT, LLC
CRD 111079File 801-58171
APPROVED
Disclosure events
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.30B
Top 10% of cohort (national)
Discretionary AUM
$246.30B
Clients
134
134 accounts
Employees
156
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 8, 2001
- Principal office
- 1 CORPORATE WAY, LANSING, MI, 48951
- Phone
- 517-381-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.30B
- Discretionary AUM
- $246.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 134
- Non-discretionary accounts
- 0
- Total accounts
- 134
- AUM per client
- $1.84B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 134 | $246.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $260,743,601,778 | $246,298,487,320 | decreased by$14,445,114,458 |
| Apr 1, 2026 | Employees | 160 | 156 | decreased by4 |
| Apr 1, 2026 | AUM | $257,015,182,140 | $260,743,601,778 | increased by$3,728,419,638 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 137 | 134 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $254,307,000,000 | $257,015,182,140 | increased by$2,708,182,140 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 137 | 134 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 170 | 160 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 131 | 137 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,369,909,103 | $254,307,000,000 | decreased by$31,062,909,103 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 131 | 137 | increased by6 |
| Apr 1, 2022 | Employees | 181 | 170 | decreased by11 |
| Apr 1, 2022 | Clients | 142 | 131 | decreased by11 |
| Apr 1, 2022 | AUM | $261,064,342,059 | $285,369,909,103 | increased by$24,305,567,044 |
| Apr 1, 2022 | Accounts | 142 | 131 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JACKSON NATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACKSON NATIONAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.