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Home > Retirement Planners > south carolina > mt pleasant > JACKSON FINANCIAL SERVICES, LLC
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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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
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