A complete list of active advisors currently associated with Thomas Jackson Family Office, Inc.
Warmer can help you find a great advisor at Thomas Jackson Family Office, Inc. or one who fits your needs even better.
Thomas Jackson Family Office, Inc. is a small, referral‑focused registered investment adviser that serves individuals (including trusts and estates) and charitable organizations by connecting them with third‑party money managers rather than providing direct portfolio management. The firm generally requires a minimum level of investable assets for manager referrals and provides ongoing client onboarding and suitability reviews as part of its services. The firm's investment approach is to evaluate client circumstances and recommend third‑party managers whose programs align with client goals, then monitor those managers and coordinate periodic reviews; it does not exercise investment discretion or custody client assets and clients receive statements and disclosure materials from custodians and the selected managers. For work outside the referral scope, the firm may provide bespoke consulting on an hourly basis, and its primary compensation comes from arrangements with the third‑party managers and occasional referral fees from banks. What distinguishes the firm from many peers is the principal’s active involvement in sponsoring and managing several private real‑estate and investment LLCs, some of which include a limited number of advisory clients as members; the brochure discloses these affiliations, notes dual‑signature controls on entity accounts, and states the firm does not charge advisory fees for assets held in those entities. The firm’s business model is therefore referral‑and‑affiliate oriented rather than a traditional direct percentage‑of‑AUM advisory relationship.
To learn more about the advisors currently working at Thomas Jackson Family Office, 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.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 22
|
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