A complete list of active advisors currently associated with Jackson & Associates, Inc.

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

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.

To learn more about the advisors currently working at Jackson & Associates, 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.