Jackson Financial, Investment & Retirement Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jackson Financial Investment & Retirement Services provides investment advice and portfolio management to individuals, trusts and retirement plans, with no stated account minimums. The firm is a small, single-advisor practice that managed approximately $6.7 million in client assets as of 10/31/2013 and maintains client accounts at Fidelity.
The firm constructs portfolios primarily using mutual funds to match each client's stated objectives and risk tolerance, and charges advisory fees on a percentage-of-assets basis billed quarterly. Accounts are reviewed on a quarterly basis with an annual review offered, and clients receive monthly statements from the custodian.
The brochure notes that the advisory business is conducted on a non-discretionary basis, which is less common among independent advisers. The principal is also a licensed CPA who prepares tax returns and performs accounting services, and the advisory practice represents roughly 25% of his professional time, reflecting an affiliation between investment and accounting activities not typical for firms of this type.
Client services
Fee options
$100,000 - $1,200,000: 1% $1,200,000 - $2,200,000: 0.9% $2,200,000+: 0.8%
Commissions reported in Form ADV Part 1 but not detailed in brochure.
Main office
905 Sarno Road
Melbourne FL 32935
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)