A complete list of active advisors currently associated with Jackson Asset Management, Inc

Warmer can help you find a great advisor at Jackson Asset Management, Inc or one who fits your needs even better.

Jackson Asset Management is a small independent registered investment adviser that provides discretionary portfolio management, financial consulting, and ERISA‑fiduciary services to individuals, high‑net‑worth clients, trusts, and estates. The firm operates as a solo practitioner and manages a modest number of accounts, and it also accepts consulting engagements for clients who do not maintain individually managed accounts. The firm combines fundamental and technical analysis to establish strategic asset allocations and uses cyclical analysis for limited tactical shifts while stating it does not attempt to time markets; accounts are managed on a discretionary basis with trading generally limited to minimize transaction costs and periodic rebalancing on schedules agreed with clients. Custody is maintained with a national custodian, and the adviser does not vote client proxies, leaving voting authority to clients. Distinctive aspects include the principal’s long industry tenure and professional background — including advanced financial planning credentials and a law degree — which the brochure highlights as part of the firm’s qualifications. The small, concentrated client roster and the availability of standalone consulting for non‑managed clients are additional operational features that differ from many larger independent advisers.

To learn more about the advisors currently working at Jackson Asset Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.