JACKSON FINANCIAL SERVICES, LLC

1311 Chuck Dawley Blvd.
Suite 103
Mt. Pleasant, South Carolina 29464
Tel: 800-752-2354

About JACKSON FINANCIAL SERVICES, LLC

JACKSON FINANCIAL SERVICES, LLC, formally registered with the SEC as JACKSON FINANCIAL SERVICES, LLC. The firm was established in 07/30/2004. They have over 1 offices throughout the country.

JACKSON FINANCIAL SERVICES, LLC is a Mt. Pleasant, South Carolina based Financial Planning firm with nearly $311,894,561 assets under management, offering retirement planning & investment advisory services to 887 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132252
SEC#	801-63379
Assets Managed by Firm	$311,894,561
No. of Clients	887
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	887	$311,894,561
Individuals (other than high net worth individuals)	47	$91,935,532
High net worth individuals	40	$192,217,092
Pension and profit sharing plans	29	$22,720,852
Charitable organizations	Fewer than 5 clients	$5,021,085

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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