# Jackson Money Management, Incorporated

> Jackson Money Management, Incorporated is a state-registered investment advisory firm, registered since 1991, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 7, 2026.

- CRD: 114558
- Filed as: JACKSON MONEY MANAGEMENT, INCORPORATED
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114558
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-money-management-incorporated-114558

## Quick answers

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

**Is Jackson Money Management, Incorporated registered with the SEC or a state?**
Jackson Money Management, Incorporated is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 114558.

**How much does Jackson Money Management, Incorporated manage?**
Jackson Money Management, Incorporated reports $44,511,576 in regulatory assets under management in its Form ADV filing dated March 7, 2026 (75% discretionary).

**What types of clients does Jackson Money Management, Incorporated serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (5); charitable organizations (1).

**Does Jackson Money Management, Incorporated 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/114558

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,511,576
- Discretionary: $33,402,701
- Non-discretionary: $11,108,875

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,504,386 |
| High net worth individuals | 12 | $40,274,340 |
| Charitable organizations | 1 | $1,732,850 |

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

### Firm details
- Registered since: 1991 (34 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, MS, 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 Money Management, Incorporated (CRD 114558): Form ADV filing data as of October 2026.