PPrivate Fund Data Log in Join · $37/mo

Jackson Financial Services, LLC

● SEC registered since 2004CRD 132252SEC# 801-63379Mt. Pleasant, SC
Export (members)
Reg. AUM
$475.9M
Employees
3
Accounts
958
Location
Mt. Pleasant, SC

Jackson Financial Services, LLC assets under management

Jackson Financial Services, LLC is an SEC-registered investment adviser based in Mt. Pleasant, SC. The firm has been registered since 2004. It reports $475.9 million in regulatory assets under management and employs 3 people.

Jackson Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Mason Nettles Moise ControlManaging Member, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Jackson Financial Services, LLC manage?

Jackson Financial Services, LLC reports $475.9 million in regulatory assets under management on its Form ADV.

How many employees does Jackson Financial Services, LLC have?

Jackson Financial Services, LLC reports 3 employees.

Where is Jackson Financial Services, LLC located?

Jackson Financial Services, LLC is based in Mt. Pleasant, SC and has been SEC-registered since 2004.

Does Jackson Financial Services, LLC disclose fund performance?

Jackson Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1311 Chuck Dawley Blvd., Suite 103, Mt. Pleasant, SC 29464
Phone800-752-2354
Fax843-881-1557
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$475.9M
Non-discretionary$0
Total (RAUM)$475.9M