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Building 2JACKSON FINANCIAL SERVICES, LLC

Map pinMT. PLEASANT, SC
Phone800-752-2354
NotebookSEC #801-63379
Total AUM
$498.1M
Employees
3
Clients
558

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1311 CHUCK DAWLEY BLVD.
SUITE 103
MT. PLEASANT
SC 29464
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
800-752-2354

ReceiptFinancials

Total AUM
$498.1M
Accounts
958
Discretionary
$498.1M
Accounts
958
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
377
AUM
$156.9M
HNW Individual Clients
174
AUM
$338.9M
Pension/Profit Sharing Plan Clients
6
AUM
$1.8M
Charitable Organization Clients
1
AUM
$391.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILLAMAMDMINCNHOHPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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