Jackson & Associates, Inc.

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Client assets under management

$93,035,287

Clients

56% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,162,941

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Planning for children with special needs Divorce financial planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial plan standalone fee starting at $5,000

Percentage

$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%

Project-based

Starting at $300/hour

Other

Account minimum: $500,000

Main office location

Jackson & Associates, Inc.

8300 Carmel Ave. Ne, Suite 202

Albuquerque NM 87122, United States

Number of offices

Most active in

New Mexico · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 505-944-8404

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.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Planning for children with special needs Divorce financial planning Founder/Business Owner Executive

Christopher B

CFP®

Albuquerque, NM

Jackson & Associates, Inc.

Christopher Boren is a CFP® professional with six years of experience at Jackson & Associates, Inc. He also operates Abadie & Boren Ltd. Co., providing tax preparation services for individuals, trusts, and businesses. His prior experience includes roles at Evensky & Katz, Texas Tech University, Sandia National Labs, and New Mexico State University. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes broadly diversified, long-term portfolios primarily using ETFs, mutual funds, stocks, and bonds, and offers fiduciary services along with retirement-plan support.

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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