# Jackson Financial Services LLC

> Jackson Financial Services LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2025.

- CRD: 153927
- Filed as: JACKSON FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153927
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-financial-services-llc-dallas-tx-153927

## Quick answers

**How is Jackson Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jackson Financial Services LLC 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 Financial Services LLC located?**
Jackson Financial Services LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Jackson Financial Services LLC registered with the SEC or a state?**
Jackson Financial Services LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153927.

**How much does Jackson Financial Services LLC manage?**
Jackson Financial Services LLC reports $909,312 in regulatory assets under management in its Form ADV filing dated March 27, 2025 (100% discretionary).

**What types of clients does Jackson Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (8).

**Does Jackson Financial Services LLC 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/153927

## 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: $909,312
- Discretionary: $909,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $909,312 |
| High net worth individuals | 13 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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 Financial Services LLC (CRD 153927): Form ADV filing data as of October 2026.