# Jackson Asset Management, Inc

> Jackson Asset Management, Inc is a state-registered investment advisory firm, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 112052
- Filed as: JACKSON ASSET MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112052
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-asset-management-inc-112052

## Quick answers

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

**Is Jackson Asset Management, Inc registered with the SEC or a state?**
Jackson Asset Management, Inc is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 112052.

**How much does Jackson Asset Management, Inc manage?**
Jackson Asset Management, Inc reports $28,045,610 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Jackson Asset Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (9).

**Does Jackson Asset Management, 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/112052

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,045,610
- Discretionary: $28,045,610
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,767,753 |
| High net worth individuals | 12 | $23,277,857 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Asset Management, Inc (CRD 112052): Form ADV filing data as of October 2026.