JACKSON FINANCIAL MANAGEMENT

COSTA MESA, California·4 registered advisors·CRD# 108029
SEC# 801-557870714-434-6900
01

Firm Overview

AUM
$477M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at JACKSON FINANCIAL MANAGEMENT

4 registered advisors
Christopher James Rogers
COSTA MESA, California
James Allen Shanton
COSTA MESA, California
Laurie Lynn Wearp
COSTA MESA, California
Tracy Oliff Jackson
COSTA MESA, California
05

Office Locations

COSTA MESA, California
4 advisors

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Data sourced from SEC Form ADV filings. JACKSON FINANCIAL MANAGEMENT (CRD# 108029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.