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How does the advisor help clients – Key Takeaways:
Jackson Asset Management, Inc. is a reputable financial firm that provides expert financial advice and services to clients. They have extensive experience and in-depth knowledge of the financial industry, making them a reliable source for financial guidance. As a fiduciary, Jackson Asset Management puts their clients’ best interests first. This means that they have a legal obligation to make decisions that benefit their clients and act in an unbiased manner.
Facts and Insights
Jackson Asset Management, Inc. was founded in 1998 and has been in business for over 20 years. With a team of highly qualified advisors and over $500 million in assets under management (AUM), they have established a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
Jackson Asset Management has over $500 million in AUM and has a team of 10 experienced advisors. They have been in business for over 20 years, providing high-quality financial services to clients.
| Year Founded | Total Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
Financial Services Offered
Jackson Asset Management offers a wide range of financial services to meet the diverse needs of their clients. They provide personalized financial planning, investment management, retirement planning, estate planning, and tax planning services.
Client Types
Jackson Asset Management serves individuals, families, and businesses of all sizes. They have the expertise to work with clients from various backgrounds and financial situations.
Fees & Compensation
Jackson Asset Management charges a fee based on a percentage of the AUM for their investment management services. They also offer hourly rates or flat fees for financial planning services. As a fiduciary, they are transparent about their fees and do not have any hidden fees or commissions.
Background
Jackson Asset Management was founded by John Jackson, a financial expert with over 30 years of experience in the industry. He has assembled a team of highly qualified advisors who have a deep understanding of financial planning and investment management.
Financial Advisor Disclosures to Know
Jackson Asset Management has a clean record with no disciplinary actions or sanctions from regulatory bodies. They prioritize full disclosure and make sure their clients are well-informed about any potential conflicts of interest.