RIA Intel›Advisers›Florida›JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

Advisory

MELBOURNE, FL

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in FL
#2,242
of 2,610 advisers by AUM
Average account
$186K
across 42 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$0
Non-Discretionary AUM$8M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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