Jackson Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses, and also serves as a fiduciary advisor to employer-sponsored retirement plans. Advice covers retirement and cash-flow planning, asset allocation and investment selection, insurance sufficiency, and tax-return preparation and representation, each delivered under a letter of engagement.
Investment advice is delivered on a non-discretionary, advice-only basis focused on long-term fundamental strategies and strategic asset allocation informed by Modern Portfolio Theory, with recommendations typically implemented by clients through their chosen custodians. The firm emphasizes diversified allocations using mutual funds and ETFs, offers periodic (including quarterly) review and monitoring if requested, and provides ERISA 3(38) plan-level services including selection and monitoring of plan investments and participant education.
Distinctive features include the principal’s dual credentials and roles: the adviser is a licensed CPA who provides separate engagement tax-preparation and IRS representation services, and is also licensed as an insurance agent, allowing the firm to advise on and implement certain insurance and annuity products. The firm’s combination of tax preparation/representation, insurance licensure, and retirement-plan fiduciary work — along with delivering participant education as part of plan services — is less common among solo independent advisers.
Client services
Expertise
Fee options
1.00% annually (ERISA 3(38) fiduciary services for retirement plans)
$125 to $175 per hour depending on service complexity
Fee-only: Hourly fees ranging from $125 to $175 per hour for financial planning and advisory services
Main office
2626 Cole Avenue, Suite 300
Dallas TX 75204
Advisors at this office
1
Most active in
Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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