Jackson Financial Services, LLC
Jackson Financial Services, LLC is an SEC-registered mass-market adviser in Mt. Pleasant, SC with $498.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Jackson Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132252, SEC 801-63379, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $498.1M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Mt. Pleasant, SC
- Employees
- 3
- Clients
- 557
- CRD
- 132252
- Ownership
- MOISE, ROBERT, MASON NETTLES
How much AUM does Jackson Financial Services, LLC have?
Jackson Financial Services, LLC reported $498.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Jackson Financial Services, LLC?
Disclosed owners and executives of Jackson Financial Services, LLC include MOISE, ROBERT, MASON NETTLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.