How does the advisor help clients – Key Takeaways:
JACKSON & ASSOCIATES, INC. is a reputable financial services firm that has been providing expert financial advice for over 25 years. They specialize in creating personalized financial plans for their clients to help them achieve their financial goals. Their team of professionals strives to provide exceptional service and customized solutions to meet the unique needs of each individual client.
- Personalized financial plans
- Exceptional service
- Customized solutions
Facts and Insights
JACKSON & ASSOCIATES, INC. has a long-standing history of success in the financial industry. With over 25 years of experience, they have gained valuable insights and knowledge that they apply to their clients’ financial plans. Their team stays up to date on the latest market trends and changes to provide the most informed advice to their clients.
- Over 25 years of experience
- Valuable insights and knowledge
- Up to date on market trends
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 25 years |
Financial Services Offered
JACKSON & ASSOCIATES, INC. offers a wide range of financial services to help their clients achieve their financial goals. They provide comprehensive financial planning, investment management, retirement planning, and tax planning services. Their team works closely with each client to develop a tailored plan that fits their specific needs and objectives.
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
Client Types
At JACKSON & ASSOCIATES, INC., their team has experience working with a diverse group of clients. They serve individuals, families, and small businesses, and have a deep understanding of the unique financial challenges and goals of each client. They strive to provide personalized solutions that meet their clients’ specific needs and help them achieve financial success.
- Individuals
- Families
- Small businesses
Fees & Compensation
JACKSON & ASSOCIATES, INC. operates on a fee-based model. They typically charge a percentage of assets under management as their fee, which is a common practice in the financial industry. Their team is transparent about their fees and works to ensure that their clients understand the value they are receiving for their investment.
- Fee-based model
- Percentage of assets under management
- Transparent about fees
Background
JACKSON & ASSOCIATES, INC. was founded over 25 years ago with a commitment to providing exceptional financial services to their clients. Their team is made up of experienced and knowledgeable professionals with diverse backgrounds and areas of expertise. They are dedicated to helping their clients navigate the complexities of the financial world and make informed decisions about their money.
- Founded over 25 years ago
- Experienced and knowledgeable team
- Diverse backgrounds and areas of expertise
Financial Advisor Disclosures to Know
As with any financial services firm, there are certain disclosures that clients should be aware of when working with JACKSON & ASSOCIATES, INC. They have a fiduciary duty to act in their clients’ best interests, and they fully disclose any conflicts of interest that may arise. They also adhere to all regulatory standards and have a clean record with no disciplinary actions.
- Fiduciary duty to act in clients’