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Building 2THE JACKSON FINANCIAL COMPANY, INCORPORATED

Map pinMT. PLEASANT, SC
Phone843-881-3434
NotebookSEC #801-18464
Total AUM
$305.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 JOHNNIE DODDS BLVD, STE 205
MT. PLEASANT
SC 29464
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
843-881-3434

ReceiptFinancials

Total AUM
$305.9M
Accounts
1,690
Discretionary
$7.1M
Accounts
65
Non-Discretionary
$298.8M
Accounts
1,625

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES ARE RECEIVED QUARTERLY AND IN ARREARS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILLAMAMDMIMNNCNHORSCTXVAWA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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