Jackson Financial Services, LLC

Jackson Financial Services provides portfolio management, financial planning, pension consulting, investment policy statement preparation, and advisor-selection services to individuals, employee benefit plans, and other institutional clients. The firm reports discretionary management of approximately $498 million across about 551 client relationships and offers consulting and education services to plan sponsors and participants.

The firm typically tailors portfolios to client objectives and risk tolerances, using fundamental analysis alongside both long- and short-term trading strategies; it may employ margin, short sales, option writing, and structured products where suitable. It also prepares written IPS documents, periodically monitors third‑party advisers it recommends, and may implement client mandates on a discretionary basis.

Distinctive features include a relatively large discretionary asset base for a supported firm operating with a single advisor, and a formal practice of recommending third‑party advisers where the firm shares in the third party’s advisory fees — a relationship that creates an explicit referral compensation arrangement. The firm also routinely requires clients to use Schwab or Fidelity custody relationships (and receives institutional benefits), and it explicitly provides pension plan services that include participant education and plan‑level monitoring.