J
CRD: 112052
Jackson Asset Management, INC
SAN Diego, CA
6192915583
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
29 yrs Firm Age
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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
-- SAN Diego CA
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. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Wave Pioneer foundation
Client Personas
Pathway horizon
Investment Themes
Quantum radial Zenith Eagle summit Pioneer
Investment Vehicles
Quantum legacy
Services
Matrix Legacy Oak Delta Peak atlas Fusion Value harbor Wave
Owner & Executives
M
MARK BURDELL JACKSON
Chief Operating Officer, President
- CRD
- #2763837
- Ownership
- 75% or more
(364) 297-2312
atlas.vital@oakcapital.com
in linkedin.com/in/glacier-horizon
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $28,045,610
Public Funds:
30.8% Equity - Exchange:
38.5% Cash:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,643,835,953 | 30.8% |
| Equity - Exchange | $3,304,794,941 | 38.5% |
| Cash | $2,635,252,070 | 30.7% |
| Total | $8,583,882,964 | 100.0% |