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Jackson & Associates, Inc.

CRD 315102SEC# 801-132590Albuquerque, NM
Export (members)
No longer SEC-registered. Jackson & Associates, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119.8M
Employees
3
Accounts
91
Location
Albuquerque, NM

Jackson & Associates, Inc. assets under management

Jackson & Associates, Inc. operates as an SEC-registered investment adviser based in Albuquerque, NM. It reports $119.8 million in regulatory assets under management and employs 3 people.

Jackson & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Carl Jackson ControlCeo / CcoOver 75%2021

Frequently asked questions

How much does Jackson & Associates, Inc. manage?

Jackson & Associates, Inc. reports $119.8 million in regulatory assets under management on its Form ADV.

How many employees does Jackson & Associates, Inc. have?

Jackson & Associates, Inc. reports 3 employees.

Where is Jackson & Associates, Inc. located?

Jackson & Associates, Inc. is based in Albuquerque, NM.

Does Jackson & Associates, Inc. disclose fund performance?

Jackson & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8300 Carmel Ave. NE, Suite 202, Albuquerque, NM 87122
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$75.2M
Non-discretionary$44.6M
Total (RAUM)$119.8M