J
CRD: 142486
Jackson Financial, Investment & Retirement Services, Inc.
Melbourne, FL, 32935
3213941040
$7.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2000
- Office Locations
- 1
Office Locations
905 Sarno Road Melbourne FL
About Jackson Financial, Investment & Retirement Services, Inc.
Jackson Financial, Investment & Retirement Services, Inc. is a Melbourne-based RIA. The firm has been operating for 26 years. Managing $7.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$236.4K AVG AUM / CLIENT
26.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Investment Themes
Capital momentum
Investment Vehicles
Meridian
Owner & Executives
W
WILLIAM ARLIN JACKSON
Owner, President
- CRD
- #2845768
- Ownership
- 75% or more
(412) 968-3675
alpha.horizon@crestcapital.com
in linkedin.com/in/atlas-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,800,223 | -- |
| Total | $7,800,223 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,800,223
Other:
37.7% Equity - Exchange:
62.3% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,701,714,181 | 37.7% |
| Equity - Exchange | $2,812,116,537 | 62.3% |
| Total | $4,513,830,718 | 100.0% |