JACKSON FINANCIAL SERVICES, LLC

CRD 132252File 801-63379

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$498.1M

Above cohort median (national)

Discretionary AUM

$498.1M

Clients

557

958 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 30, 2004
Principal office: 1311 CHUCK DAWLEY BLVD., SUITE 103, MT. PLEASANT, SC, 29464
Phone: 800-752-2354
Website: HTTP://WWW.JACKSONFINANCIAL.ORG

Assets & accounts

ADV Item 5F

Total regulatory AUM: $498.1M
Discretionary AUM: $498.1M
Non-discretionary AUM: $0
Discretionary accounts: 958
Non-discretionary accounts: 0
Total accounts: 958
AUM per client: $894K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$391K
High net worth individuals	174	$338.9M
Pension and profit sharing plans	6	$1.8M
Individuals (other than high net worth individuals)	377	$156.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.