# Jackson & Associates, Inc.

> Jackson & Associates, Inc. is a state-registered investment advisory firm in Albuquerque, NM, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 315102
- Filed as: JACKSON & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315102
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-and-associates-inc-albuquerque-nm-315102

## Quick answers

**How is Jackson & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Jackson & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jackson & Associates, Inc. located?**
Jackson & Associates, Inc.'s principal office is in Albuquerque, NM, according to its Form ADV.

**Is Jackson & Associates, Inc. registered with the SEC or a state?**
Jackson & Associates, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315102.

**How much does Jackson & Associates, Inc. manage?**
Jackson & Associates, Inc. reports $101,392,502 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (69% discretionary).

**What types of clients does Jackson & Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (35); corporations or other businesses not listed above (1).

**Does Jackson & Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315102

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,392,502
- Discretionary: $70,065,997
- Non-discretionary: $31,326,505

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $12,803,441 |
| High net worth individuals | 45 | $80,231,846 |
| Corporations or other businesses not listed above | 1 | $8,357,215 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jacksonrfw.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson & Associates, Inc. (CRD 315102): Form ADV filing data as of October 2026.