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Jackson National Asset Management

SEC-registered adviser since 2001Lansing, MICRD 111079

134
Clients
13
Advisory staff

From Form ADV filed 26 May 2026 · data retrieved 15 October 2026SEC record

Jackson National Asset Management is an investment adviser headquartered in Lansing, Michigan, and registered with the SEC since 2001. Its clients include investment companies.

Its services include portfolio management for investment companies and selecting other managers. Fee arrangements include a percentage of assets under management and fixed fees. Jackson National Life Insurance Company owns 75% or more of Jackson National Asset Management, and Mark Nerud is its CEO.

Clients

Jackson National Asset Management serves 134 clients. The average client has about $1.84 billion with the firm.

Regulatory assets by client type
  • Investment companies134 clients100%
Show client breakdown
Investment companies
Clients
134
Regulatory AUM
$246,298,487,320
Share
100.0%
Avg. per client
$1.84B

Total

Clients
134
Regulatory AUM
$246,298,487,320
Share
100%
Avg. per client
$1.84B

What it does

Jackson National Asset Management provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets and fixed fees.

Jackson National Asset Management advises no private funds.

100.0% of assets ($246.30B across 134 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Jackson National Asset Management does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$246.30B100%

Ownership and leadership

Jackson National Life Insurance Company owns 75% or more of Jackson National Asset Management, and Mark Nerud is its CEO.

Who owns the firm
Jackson National Asset Management, LLC· the adviser
  • Jackson National Life Insurance Company

    Control person · since November 2000

    Owns 75% or more of Jackson National Asset Management, LLC

Leadership

  • Mark Nerud
    President & Chief Executive Officer; Managing Board Member & Chair
  • Eric Bjornson
    Senior Vice President & Chief Operating Officer
  • Garett Childs
    Senior Vice President & Chief Financial Officer
  • Richard Gorman
    Chief Compliance Officer & Senior Vice President
  • William Harding
    Senior Vice President & Chief Investment Officer
  • Scott Golde
    Managing Board Member
  • Laura Hanson
    Managing Board Member
  • Alison Reed
    Managing Board Member
  • Susan Rhee
    Secretary, SVP & General Counsel
  • Kristan Richardson
    Assistant Secretary

Staff

  • 156 employees
  • 13 in advisory functions
  • 9 broker-dealer reps

Fees

Jackson National Asset Management is paid through a percentage of assets under management and fixed fees (other than subscription fees).

Jackson National Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Jackson National Asset Management has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Michigan · 1 listed address

  • 1 Corporate Way, LansingHQ

Registration details

Legal name
Jackson National Asset Management, LLC
Headquarters
1 Corporate Way, Lansing, MI 48951
Website
Not reported
SEC file
801-58171
Structure
Michigan LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Jackson National Asset Management have?

Jackson National Asset Management has 134 clients and manages $246.3 billion for them, as of May 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026

What services does Jackson National Asset Management offer?

Jackson National Asset Management provides portfolio management for investment companies and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Jackson National Asset Management have?

Jackson National Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 156 employees, and 13 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Jackson National Asset Management?

Jackson National Asset Management is owned through a chain of holding companies by Jackson Financial Inc. Its direct owner is Jackson National Life Insurance Company (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 26 May 2026

How does Jackson National Asset Management get paid?

Jackson National Asset Management is paid through a percentage of assets under management and fixed fees. 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

Sources

  1. Form ADV Part 1A, amendment filed 26 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 111079.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Jackson National Asset Management, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.