Jackson & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,035,287
Clients
80
Advisors
2
of 3 employees
About
Jackson & Associates serves individuals, small businesses, trusts, and estates with a mix of portfolio management, financial planning, selection and oversight of third‑party money managers, retirement plan advisory, and consulting services. The firm manages roughly $101 million for about 80 clients through a small advisory team and offers both discretionary investment management and standalone planning engagements.
The firm describes itself as an asset allocator that favors broadly diversified, long‑term portfolios implemented primarily with ETFs, mutual funds, equities, and fixed income, and it tailors an investment policy to each client’s risk tolerance and time horizon. Jackson & Associates also accepts discretionary authority, monitors third‑party managers, and can direct allocations inside variable life/annuity products and employer‑sponsored retirement plans as part of client solutions.
Notable differences from many peers include the delivery of ERISA 3(21)/3(38) retirement plan fiduciary services with participant communication and enrollment tracking, which are less common among small supported firms. The firm routinely recommends and oversees sub‑advisors (including a primary third‑party manager) and discloses it receives a portion of sub‑advisory fees; several advisory personnel are also licensed insurance agents who may receive separate commissions, a potential conflict clients should consider.
Client services
Expertise
Occupation focus
Fee options
Financial plan standalone fee starting at $5,000
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.73% $3,000,001 - $6,000,000: 0.52% $6,000,001+: 0.26%
Starting at $300/hour
Account minimum: $500,000
Main office
8300 Carmel Ave. NE, Suite 202
Albuquerque NM 87122
Advisors at this office
2
Most active in
New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Richard J
CFP®, Series 63, Series 65
Albuquerque, NM
Jackson & Associates, Inc.
Richard Jackson is a CFP® professional with 14 years of industry experience, currently affiliated with Jackson & Associates, Inc. He has worked at Jackson & Associates since 2011 and also has a role at First Heartland Capital Inc. Beyond his advisory work, he is involved with Western Assurance Agency, where he serves as an agent and broker for fixed insurance products including fixed annuities, life insurance, long-term care, and disability income insurance. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term portfolios and provides fiduciary services and retirement-plan support, including vendor analysis and participant education.
Michele H
Series 65
Albuquerque, NM
Jackson & Associates, Inc.
Michele Haguewood is a financial advisor at Jackson & Associates, Inc. in Albuquerque, NM, holding a Series 65 designation. She has been with the firm since 2018 and was self-employed from 2008 to 2018. Michele has no prior industry experience before joining Jackson & Associates. Jackson & Associates serves individuals, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term investment strategies using ETFs, mutual funds, stocks, and bonds, and offers ERISA fiduciary services along with third-party money manager oversight.
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