How does the advisor help clients – Key Takeaways:
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. is a leading financial advisory firm that provides expert guidance to clients on their financial journey. The firm has a team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals and secure their future.
Facts and Insights
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. has been in the business of financial advisory for over 20 years. In this time, they have built a reputation for providing top-notch financial services and helping clients navigate through various economic cycles.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $4.5 | 30 |
| 2019 | $4 | 25 |
| 2018 | $3.5 | 20 |
Financial Services Offered
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
The firm works with a diverse group of clients, including high net worth individuals, families, and small business owners. They also cater to individuals at different stages of their lives, from young professionals to retirees.
Fees & Compensation
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. charges a fee based on a percentage of assets under management, which incentivizes the advisors to maximize returns for their clients. The firm is transparent about their fees and does not charge any hidden or additional fees.
Background
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. was founded by John Jackson, a seasoned financial advisor with over 30 years of experience in the industry. He started the firm with a vision to provide personalized and comprehensive financial services to clients.
Financial Advisor Disclosures to Know
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. adheres to the highest ethical standards and ensures transparency in all their dealings. They have no disclosures of any legal or disciplinary actions taken against them, which is a testament to their commitment to maintaining a clean and trustworthy image.