otherRIA · CRD 142486SEC-Registered

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Jackson Financial

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages approximately $8 million...

Jackson Financial

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

other

Location

Region

North America

Country

United States

City

Lansing

Corporate office

Lansing, MI, United States

Frequently asked questions

Who runs investment decisions at Jackson Financial?

Jackson's general account investments are managed by an internal team reporting to the executive management and board. The firm does not publicly name a single CIO. The CEO is Laura Prieskorn, who oversaw the demerger from Prudential plc in 2021 (per Jackson Financial 2023 annual report).

How does Jackson Financial source proprietary deal flow?

Jackson does not run an external deal-flow or venture program. Its investment operations are entirely internal, managing a predominantly fixed-income portfolio to back its annuity obligations. The firm does not participate in direct private equity, venture capital, or co-investment funds.

Is Jackson Financial structured as a single family office or does it operate more like a venture firm?

Neither. Jackson is a publicly traded insurance holding company focused on selling annuities through retail distribution channels. It is not a family office, asset manager, or venture firm.

Does Jackson Financial maintain philanthropic structures, and how are they separated?

The firm operates the Jackson Charitable Foundation, an independent 501(c)(3) that makes grants primarily to financial literacy and youth education programs. The foundation is separate from the corporate general account and annuity product operations.

What investment stages does Jackson Financial typically target?

Jackson does not target external investment stages. Its investment function focuses on managing the general account's bond portfolio to match annuity policyholder liabilities. It does not maintain a venture or growth equity allocation.

Which sectors does Jackson Financial explicitly avoid?

The firm does not publicly disclose sector exclusions for its general account. Its public filings show it primarily holds investment-grade corporate and government bonds. It has not disclosed specialized sector avoids.

How is Jackson Financial related to its former parent Prudential plc?

Jackson Financial was spun off from Prudential plc in September 2021 via a demerger. The separation created Jackson Financial (NYSE: JXN) as a standalone US annuity and retirement company, while Prudential plc retained international operations. The two are now independent, unrelated public companies (per Jackson Financial investor materials, 2021).

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