J
CRD: 114558
Jackson Money Management, Incorporated
Navarre, FL
8509360033
$44.5M Total AUM
$33.4M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-21-1991
- Office Locations
- 2
Office Locations
-- Hoover AL
-- Navarre FL
About Jackson Money Management, Incorporated
Jackson Money Management, Incorporated is a Navarre-based RIA with 2 offices. The firm has been operating for 34 years. Managing $44.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
15.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Beacon optima Unison
Investment Themes
North
Investment Vehicles
Summit peak
Services
Unison legacy Pioneer element Unison Element frontier
Owner & Executives
CHARLES JOSEPH JACKSON
Financial Advisor, President
- CRD
- #1127328
- Ownership
- 75% or more
(664) 616-4585
value.north@atlascapital.com
in linkedin.com/in/vertex-insight
Showing 1 of 1 owners & executives
Unlock allContacts
G
Gary Joseph Jackson
--
- CRD
- #8099656
(675) 233-8741
foundation.summit@signalcapital.com
in linkedin.com/in/frontier-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,402,701 | -- |
| Non-Discretionary | $11,108,875 | -- |
| Total | $44,511,576 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,511,576
Equity - Exchange:
49.8% Cash:
34.5% Public Funds:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,911,699,767 | 49.8% |
| Cash | $2,709,912,489 | 34.5% |
| Public Funds | $1,233,206,554 | 15.7% |
| Total | $7,854,818,810 | 100.0% |