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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-24-2021
- Office Locations
- 1
Office Locations
About Jackson & Associates, Inc.
Jackson & Associates, Inc. is an Albuquerque-based advisory firm serving individuals, families, and affiliated organizations with values-driven financial planning and portfolio management, including support for life transitions, estate planning, business succession, and insurance needs. Investment implementation emphasizes ETF-based allocation with complementary fixed income and mutual funds, and the firm custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 62.8% is discretionary and 37.2% is non-discretionary.
The firm reports 2 advisory representatives and 81 clients, or 40.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RICHARD CARL JACKSON
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5922032
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHELE L HAGUEWOOD
--
- CRD
- #6914121
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,065,997 | $895,309 |
| Non-Discretionary | $31,326,505 | $6,365,017 |
| Total | $101,392,502 | $1,316,056 |
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Separately Managed Accounts
SMA allocation detail is available
Jackson & Associates, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.