RIA Intel›Advisers›Texas›JACKSON FINANCIAL SERVICES LLC

JACKSON FINANCIAL SERVICES LLC

Advisory

DALLAS, TX

Data as of Mar 27, 2025 · Source: SEC Form ADV

Rank in TX

#2,687

of 2,813 advisers by AUM

Average account

$909K

across 1 accounts

AUM per adviser

$909K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2025.

Total AUM

$909K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$909K

Discretionary AUM$909K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

FORTUNA FUNDS, LLC

$915K

REFINED WEALTH LLC

$901K

INKED INVESTMENTS, LLC

$901K

DALLAS MONEY MANAGEMENT LLC

$901K

LIBERTY FUNDS GROUP, INC.

COLLEYVILLE, TX

$900K

RIA GLOBAL RESEARCH, LLC

$928K

Get the full picture on JACKSON FINANCIAL SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JACKSON FINANCIAL SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans