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Jackson Financial Services, LLC
JACKSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in MT. PLEASANT, SC, registered since 2004. The firm manages approximately $498...
Overview
JACKSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in MT. PLEASANT, SC, registered since 2004. The firm manages approximately $498 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What is the office's investment posture?
Jackson Financial Services pursues a patient, multi-decade investment strategy that spans public equities, private credit, and real assets. The equity portfolio leans toward large-cap value, while the credit book focuses on middle-market direct lending and special situations. The office benefits from having no external LPs, which lets it hold illiquid positions through full market cycles without redemption concerns.
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