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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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