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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 million...
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 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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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