# Jackson Financial Services, LLC

> Jackson Financial Services, LLC is an SEC-registered investment advisory firm in Mt. Pleasant, SC, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 132252
- Filed as: JACKSON FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132252
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252

## 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); other.

**Where is Jackson Financial Services, LLC located?**
Jackson Financial Services, LLC's principal office is in Mt. Pleasant, SC, according to its Form ADV.

**Is Jackson Financial Services, LLC registered with the SEC or a state?**
Jackson Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132252.

**How much does Jackson Financial Services, LLC manage?**
Jackson Financial Services, LLC reports $498,065,507 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Jackson Financial Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jackson Financial Services, LLC: Regulatory assets under management: $248,782,492 in the October 2021 data and $498,065,507 in the October 2026 data, up 100%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jackson Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (377); high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Jackson Financial Services, LLC use?**
Jackson Financial Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/132252

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $498,065,507
- Discretionary: $498,065,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 377 | $156,935,612 |
| High net worth individuals | 174 | $338,914,400 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,824,095 |
| Charitable organizations | Fewer than 5 | $391,400 |

### 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)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, LA, MA, MD, MI, NC, NH, OH, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jacksonfinancial.org

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,782,492 | 3 | March 19, 2021 |
| October 2022 | $285,493,573 | 3 | March 14, 2022 |
| October 2023 | $269,496,076 | 3 | February 18, 2023 |
| October 2024 | $311,894,561 | 3 | April 9, 2024 |
| October 2025 | $475,891,488 | 3 | May 14, 2025 |
| October 2026 | $498,065,507 | 3 | March 30, 2026 |

Regulatory assets under management: $248,782,492 in the October 2021 data and $498,065,507 in the October 2026 data, up 100%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Financial Services, LLC (CRD 132252): Form ADV filing data as of October 2026.