MT. PLEASANT, SCCRD 132252Latest ADV March 30, 2026
Jackson Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mt. Pleasant, SC.
Assets Under Management
$498M
Employees
3
Offices
--
Total Clients
557
Primary office
MT. PLEASANT, SC
1311 CHUCK DAWLEY BLVD., SUITE 103, MT. PLEASANT, SC, United States
Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
377
2
HNWI
31.2%
174
3
Pension Plans
1.1%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$498Mas of March 30, 2026
Discretionary100.0%
$498M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$498M
Total Accounts958
10Y AUM Change+$293M (+142.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee186:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.