Founded in 1995, Jackson Financial Management is a privately-held, independent registered investment advisory (RIA) firm located in beautiful Orange County (Costa Mesa), California. We specialize in providing comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide.
Our well-educated and experienced advisory & investment team includes CFP® professionals, a Chartered Financial Analyst (CFA®), a Master of Science with an emphasis in Financial Planning (MS), and a formerly practicing attorney with a Master of Laws in Taxation (LLM).
We manage in excess of $390 million of discretionary investment assets for approximately 400 families. We use Charles Schwab & Co., Inc. as the primary independent third-party custodian for the investment assets we manage on behalf of our clients.
Company Details
- Founded
- -
- Address
- 151 Kalmus Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jfmcorp.com
- Keywords
- Costa Mesa.
- HQ
- Costa Mesa, California
Jackson Financial Management Questions
Jackson Financial Management's website is jfmcorp.com
Jackson Financial Management's LinkedIn profile is https://www.linkedin.com/company/jackson-financial-management
Jackson Financial Management's industry is
Financial Services
Jackson Financial Management's top competitors are
Georgina Asset Management, Llc,
Mirae Asset Securities & Investments (Usa),
Mercer Advisors,
Crossgrain Family Investments,
Park West,
Gassed,
Mycio Wealth Partners,
Webstreet,
Event Network, Llc,
Shinnecock Partners.
Jackson Financial Management's categories are Financial Services
Jackson Financial Management's founding year is 1995
