JACKSON FINANCIAL MANAGEMENT

COSTA MESA, California·3 registered advisors·CRD# 108029
SEC# 801-557870714-434-6900
01

Firm Overview

AUM
$477M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
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

3 registered advisors
Christopher James Rogers
COSTA MESA, California
James Allen Shanton
COSTA MESA, California
CFP
Tracy Oliff Jackson
COSTA MESA, California
05

Office Locations

COSTA MESA, California
3 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.