J
$909.3K Total AUM
$909.3K Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
16 yrs Firm Age
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- Custodian
- Ascensus ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2010
- Office Locations
- 1
Office Locations
2626 Cole Avenue Suite 300 Dallas TX
About Jackson Financial Services LLC
Jackson Financial Services LLC is a Dallas-based RIA. The firm has been operating for 16 years. Managing $909.3K in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Jackson National Life.
Team overview
-- AVG AGE
$909.3K AVG AUM / ADVISOR
$21.7K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MELODY ANN JACKSON
Director, Managing Member
- CRD
- #5582146
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $909,312 | -- |
| Non-Discretionary | $0 | -- |
| Total | $909,312 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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