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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-1996
- Office Locations
- 1
Office Locations
About Jackson Asset Management, INC
Jackson Asset Management, INC is a SAN Diego-based RIA. The firm has been operating for 29 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MARK BURDELL JACKSON
Chief Operating Officer, President
- CRD
- #2763837
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,045,610 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,045,610 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jackson Asset Management, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.