# Jackson National Asset Management, LLC

> Jackson National Asset Management, LLC is an SEC-registered investment advisory firm in Lansing, MI, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 111079
- Filed as: JACKSON NATIONAL ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111079
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-national-asset-management-llc-lansing-mi-111079

## Quick answers

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

**Where is Jackson National Asset Management, LLC located?**
Jackson National Asset Management, LLC's principal office is in Lansing, MI, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Jackson National Asset Management, LLC registered with the SEC or a state?**
Jackson National Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111079.

**How much does Jackson National Asset Management, LLC manage?**
Jackson National Asset Management, LLC reports $246,298,487,320 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Jackson National Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jackson National Asset Management, LLC: Regulatory assets under management: $261,064,342,059 in the October 2021 data and $246,298,487,320 in the October 2026 data, down 6%. Total employees: 181 in October 2021 and 156 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jackson National Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (134).

**Does Jackson National Asset Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111079

**What changed in Jackson National Asset Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $246,298,487,320
- Discretionary: $246,298,487,320
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 134 | $246,298,487,320 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 156 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111079

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @jackson-national-asset-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,064,342,059 | 181 | March 30, 2021 |
| October 2022 | $285,369,909,103 | 170 | March 30, 2022 |
| October 2023 | $222,731,514,408 | 176 | March 30, 2023 |
| October 2024 | $246,667,042,077 | 164 | May 31, 2024 |
| October 2025 | $254,307,000,000 | 160 | March 28, 2025 |
| October 2026 | $246,298,487,320 | 156 | May 26, 2026 |

Regulatory assets under management: $261,064,342,059 in the October 2021 data and $246,298,487,320 in the October 2026 data, down 6%.
Total employees: 181 in October 2021 and 156 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson National Asset Management, LLC (CRD 111079): Form ADV filing data as of October 2026.