RIA Intel›Advisers›Mississippi›JACKSON MONEY MANAGEMENT, INCORPORATED

JACKSON MONEY MANAGEMENT, INCORPORATED

Advisory

MS

Data as of Mar 7, 2026 · Source: SEC Form ADV

Rank in MS
#58
of 60 advisers by AUM
Average account
$1M
across 44 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM
$45M
Discretionary %
75%
Clients
18
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$33M
Non-Discretionary AUM$11M
Discretionary %75%
Total Clients18
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAL, FL, MS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MS

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

NAVITAS WEALTH ADVISORS, INC.
RIDGELAND, MS
$38M
-61.4% 1Y
W. A. WIMBERLY AND ASSOCIATES, LLC
$32M
HOWARD AND MCINNES INC
JACKSON, MS
$30M
0.0% 1Y
HARTMAN, WILLIAM DENTON
BATESVILLE, MS
$29M
ALLIANCE CONSULTING, LLC
RIDGELAND, MS
$61M
WOMACK ASSET MANAGEMENT INC
JACKSON, MS
$27M
+1.9% 1Y

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