{"url":"https://nivawealth.com/firms/jackson-national-asset-management-111079","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111079","regulatoryAum":246298487320,"crd":"111079","secFileNumber":"801-58171","legalName":"Jackson National Asset Management, LLC","displayName":"Jackson National Asset Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/jackson-national-asset-management-llc","founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1 Corporate Way","city":"Lansing","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48951"},"tradeNames":[],"registration":{"secApproved":"8 January 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":156,"advisory":13,"brokerDealerReps":9,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":246298487320,"discretionaryAccounts":134,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":134,"regulatoryAum":246298487320}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Jackson National Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mark Nerud","title":"President & Chief Executive Officer; Managing Board Member & Chair","crd":"2366438"},{"name":"Eric Bjornson","title":"Senior Vice President & Chief Operating Officer","crd":"5775234"},{"name":"Garett Childs","title":"Senior Vice President & Chief Financial Officer","crd":"6288054"},{"name":"Richard Gorman","title":"Chief Compliance Officer & Senior Vice President","crd":"6914523"},{"name":"William Harding","title":"Senior Vice President & Chief Investment Officer","crd":"4953845"},{"name":"Scott Golde","title":"Managing Board Member","crd":"5516146"},{"name":"Laura Hanson","title":"Managing Board Member","crd":"3044699"},{"name":"Alison Reed","title":"Managing Board Member","crd":"3241221"},{"name":"Susan Rhee","title":"Secretary, SVP & General Counsel","crd":"4371555"},{"name":"Kristan Richardson","title":"Assistant Secretary","crd":"6501012"}],"ownership":[{"label":"Jackson National Life Insurance Company","detail":"Sole member in the 75% or more ownership band and a control person, since November 2000."},{"label":"Brooke Life Insurance Company","detail":"Indirect owner: a sole shareholder of Jackson National Life Insurance Company in the 75% or more band and a control person, since August 1987.","parent":"Jackson National Life Insurance Company"},{"label":"Jackson Holdings LLC","detail":"Indirect owner: a sole shareholder of Brooke Life Insurance Company in the 75% or more band and a control person, since July 1987.","parent":"Brooke Life Insurance Company"},{"label":"Jackson Financial Inc.","detail":"Indirect owner: a sole shareholder of Jackson Holdings LLC in the 75% or more band and a control person, since December 2015.","parent":"Jackson Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"225 West Wacker DR.","city":"Chicago"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"1 Corporate Way","city":"Lansing","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"517-381-5500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for investment companies","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"26 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111079/PDF/111079.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jackson National Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jackson National Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Jackson National Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jackson National Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jackson National Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}