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JACKSON FINANCIAL SERVICES, LLC

MT. PLEASANT, SC · CRD 132252 · IAPD ↗ · jacksonfinancial.org · 800-752-2354

$498.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
June 2025 — JACKSON FINANCIAL SERVICES, LLC now reports custody of client assets ($4.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — JACKSON FINANCIAL SERVICES, LLC reported RAUM up 53% ($311.9M -> $475.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.