# Jackson Financial Services, LLC

Jackson Financial Services, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** jacksonfinancial.org

## Regulatory record

- **CRD number:** 132252
- **SEC file number:** 801-63379
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132252

## About

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.

## 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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Last updated: 2026-07-11T08:14:48.000Z

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