A complete list of active advisors currently associated with Jackson Financial, Investment & Retirement Services, Inc.

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

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.

To learn more about the advisors currently working at Jackson Financial, Investment & Retirement Services, 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.