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JACKSON FINANCIAL SERVICES, LLC
CRD 132252File 801-63379
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$498.1M
Above cohort median (national)
Discretionary AUM
$498.1M
Clients
557
958 accounts
Employees
3
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $475,891,488 | $498,065,507 | increased by$22,174,019 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 117 | 557 | increased by440 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,493,573 | $475,891,488 | increased by$190,397,915 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 887 | 958 | increased by71 |
| Apr 1, 2022 | Clients | 87 | 117 | increased by30 |
| Apr 1, 2022 | AUM | $248,782,492 | $285,493,573 | increased by$36,711,081 |
| Apr 1, 2022 | Accounts | 885 | 887 | increased by2 |
| 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 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACKSON FINANCIAL” 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.