This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 07-30-2004
- Office Locations
- 1
Office Locations
About Jackson Financial Services, LLC
Jackson Financial Services, LLC is a fiduciary advisory firm focused on physicians and dentists, providing financial planning and investment management tailored to the demands of running a practice and preparing for retirement. Portfolios are implemented largely with ETFs and public funds, with planning support that can include estate, insurance, and business succession needs. The firm states that 99% of its clients are health care professionals.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT MASON NETTLES MOISE
Chief Compliance Officer, Managing Member
- CRD
- #2611317
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $498,065,507 | $519,901 |
| Non-Discretionary | $0 | -- |
| Total | $498,065,507 | $519,901 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $498,065,507
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,734,815,329 | 30.4% |
| Public Funds | $3,058,753,343 | 53.6% |
| Corporate - Investment Grade | $913,060,700 | 16.0% |
| Total | $5,706,629,372 | 100.0% |