Jackson Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Jackson Financial Services reports 557 clients. They include 377 individual clients, 174 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($498M across 958 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 32% |
| High-net-worth individuals | 31% | 68% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 377 | $157M | 31.5% | $416K |
| High-net-worth individuals | 174 | $339M | 68.0% | $1.95M |
| Pension and profit-sharing plans | 6 | $1.82M | 0.4% | $304K |
| Charitable organizations | Fewer than 5 | $391K | 0.1% | — |
| Total | 557 | $498M | 100% | — |
- Clients
- 377
- Regulatory AUM
- $157M
- AUM share
- 31.5%
- Avg. per client
- $416K
- Clients
- 174
- Regulatory AUM
- $339M
- AUM share
- 68.0%
- Avg. per client
- $1.95M
- Clients
- 6
- Regulatory AUM
- $1.82M
- AUM share
- 0.4%
- Avg. per client
- $304K
- Clients
- Fewer than 5
- Regulatory AUM
- $391K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 557
- Regulatory AUM
- $498M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jackson Financial Services charges 0.50% a year for its Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Advisory consulting services
- Consulting is billed as a fixed fee typically from $2,500 to $5,000, or hourly from $100 to $250 per hour, depending on complexity.
- Comprehensive financial planning and investment policy statements
- Comprehensive financial planning and investment policy statement preparation are billed on a fee basis, from $500 to $2,500 depending on complexity.
Robert Moise owns 75% or more of Jackson Financial Services. The leadership team of Jackson Financial Services includes Chief Compliance Officer Robert Moise. It has 3 employees.
Leadership
- Robert MoiseManaging Member, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Jackson Financial Services, LLC
Robert Moise
Control person · since July 2004
Jackson Financial Services’ regulatory assets grew 2.0× from $249M (March 2021) to $498M (March 2026); clients rose from 87 to 557 and employees were 3 in both filings. In 2024, Charleston Investment Advisors ($141M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $498M | 557 | 3 | 1 |
| May 2025 | $476M | 557 | 3 | 1 |
| April 2024 | $312M | 116 | 3 | 1 |
| February 2023 | $269M | 116 | 3 | 1 |
| March 2022 | $285M | 117 | 3 | 1 |
| March 2021 | $249M | 87 | 3 | 1 |
Firms that joined
20241 joined
- Charleston Investment AdvisorsLast filed AUM $141M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Jackson Financial Services has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 1311 Chuck Dawley BLVD., Suite 103, MT. PleasantHQ
Contact and registration details
- Legal name
- Jackson Financial Services, LLC
- Headquarters
- 1311 Chuck Dawley BLVD., Suite 103, MT. Pleasant, SC 29464
- Website
- jacksonfinancial.org
- Phone
- 800-752-2354
- SEC file
- 801-63379
- Founded
- 2004
- Structure
- South Carolina LLC
- Fiscal year end
- December
Jackson Financial Services uses Charles Schwab ($498M) as custodian for its separately managed accounts. Jackson Financial Services has custody of $4.42M in client assets for 53 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $498M100%
At year end, Jackson Financial Services’ separately managed accounts were mostly in stocks (64%) and funds (35%).
What the accounts hold
- Stocks64%
- Funds35%
- Bonds1%
How many clients does Jackson Financial Services have?
Jackson Financial Services has 557 clients and manages $498 million for them, as of March 2026. They include 377 individual clients, 174 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Jackson Financial Services offer?
Jackson Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jackson Financial Services charge?
Jackson Financial Services charges 0.50% a year for its Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: JACKSON FINANCIAL SERVICES, LLC, filed 30 March 2026
Which custodians does Jackson Financial Services use?
Jackson Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $498M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Jackson Financial Services have?
Jackson Financial Services has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jackson Financial Services invest in?
At the end of its last fiscal year, Jackson Financial Services’ separately managed accounts held 64% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jackson Financial Services?
Jackson Financial Services’ direct owner is Robert Moise (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Jackson Financial Services get paid?
Jackson Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jackson Financial Services?
Jackson Financial Services’ main office is at 1311 Chuck Dawley BLVD., Suite 103, MT. Pleasant, SC 29464. Its phone number is 800-752-2354. Its website is jacksonfinancial.org.