JACKSON FINANCIAL MANAGEMENT
CRD #108029 SEC #801-55787 COSTA MESA, CA 714-434-6900
SEC Registered
Total AUM
$477.4M
Discretionary
$472.4M
Employees
13
Clients
251
Accounts
1,787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $477.4M | $472.4M | $5M | 13 | 2 |
| Nov 2018 | $489.9M | $486.2M | $3.7M | 12 | 0 |
| Mar 2018 | $489.9M | $486.2M | $3.7M | 12 | 0 |
| Sep 2017 | $421.2M | $421.2M | $0 | 12 | 500 |
| Mar 2017 | $421.2M | $421.2M | $0 | 12 | 500 |
| Dec 2016 | $396.1M | $391.3M | $4.8M | 12 | 500 |
| Mar 2016 | $396.1M | $391.3M | $4.8M | 12 | 500 |
| Feb 2016 | $393.7M | $390.7M | $2.9M | 11 | 400 |
| Jul 2015 | $393.7M | $390.7M | $2.9M | 11 | 400 |
| Mar 2015 | $393.7M | $390.7M | $2.9M | 11 | 400 |
| Oct 2014 | $352.5M | $349.5M | $3.1M | 11 | 400 |
| Mar 2014 | $352.5M | $349.5M | $3.1M | 11 | 400 |
| Mar 2013 | $319.2M | $316.3M | $2.9M | 12 | 400 |
| May 2012 | $288.3M | $286.6M | $1.7M | 6 | 400 |
| Mar 2012 | $288.3M | $286.6M | $1.7M | 6 | 400 |
| Mar 2011 | $305M | $268.9M | $36.1M | 10 | -- |
| Jan 2011 | $272.6M | $193.7M | $78.9M | 10 | -- |
| Apr 2010 | $272.6M | $193.7M | $78.9M | 10 | -- |
| Mar 2010 | $272.6M | $193.7M | $78.9M | 10 | -- |
| Mar 2009 | $247.1M | $182.3M | $64.8M | 10 | -- |
| Mar 2008 | $310M | $234.1M | $75.9M | 10 | -- |
| Mar 2007 | $314.3M | $240.7M | $73.6M | 10 | -- |
| Mar 2006 | $361.4M | $290.9M | $70.5M | 10 | -- |
| Jan 2006 | $250.8M | $222.7M | $28.1M | 10 | -- |
| Mar 2004 | $211.3M | $185M | $26.3M | 5 | -- |
| Mar 2002 | $88M | $87.2M | $837K | 5 | -- |
DateMar 2019
Total AUM$477.4M
Discretionary$472.4M
Non-Disc.$5M
Employees13
Clients2
DateNov 2018
Total AUM$489.9M
Discretionary$486.2M
Non-Disc.$3.7M
Employees12
Clients0
DateMar 2018
Total AUM$489.9M
Discretionary$486.2M
Non-Disc.$3.7M
Employees12
Clients0
DateSep 2017
Total AUM$421.2M
Discretionary$421.2M
Non-Disc.$0
Employees12
Clients500
DateMar 2017
Total AUM$421.2M
Discretionary$421.2M
Non-Disc.$0
Employees12
Clients500
DateDec 2016
Total AUM$396.1M
Discretionary$391.3M
Non-Disc.$4.8M
Employees12
Clients500
DateMar 2016
Total AUM$396.1M
Discretionary$391.3M
Non-Disc.$4.8M
Employees12
Clients500
DateFeb 2016
Total AUM$393.7M
Discretionary$390.7M
Non-Disc.$2.9M
Employees11
Clients400
DateJul 2015
Total AUM$393.7M
Discretionary$390.7M
Non-Disc.$2.9M
Employees11
Clients400
DateMar 2015
Total AUM$393.7M
Discretionary$390.7M
Non-Disc.$2.9M
Employees11
Clients400
DateOct 2014
Total AUM$352.5M
Discretionary$349.5M
Non-Disc.$3.1M
Employees11
Clients400
DateMar 2014
Total AUM$352.5M
Discretionary$349.5M
Non-Disc.$3.1M
Employees11
Clients400
DateMar 2013
Total AUM$319.2M
Discretionary$316.3M
Non-Disc.$2.9M
Employees12
Clients400
DateMay 2012
Total AUM$288.3M
Discretionary$286.6M
Non-Disc.$1.7M
Employees6
Clients400
DateMar 2012
Total AUM$288.3M
Discretionary$286.6M
Non-Disc.$1.7M
Employees6
Clients400
DateMar 2011
Total AUM$305M
Discretionary$268.9M
Non-Disc.$36.1M
Employees10
Clients--
DateJan 2011
Total AUM$272.6M
Discretionary$193.7M
Non-Disc.$78.9M
Employees10
Clients--
DateApr 2010
Total AUM$272.6M
Discretionary$193.7M
Non-Disc.$78.9M
Employees10
Clients--
DateMar 2010
Total AUM$272.6M
Discretionary$193.7M
Non-Disc.$78.9M
Employees10
Clients--
DateMar 2009
Total AUM$247.1M
Discretionary$182.3M
Non-Disc.$64.8M
Employees10
Clients--
DateMar 2008
Total AUM$310M
Discretionary$234.1M
Non-Disc.$75.9M
Employees10
Clients--
DateMar 2007
Total AUM$314.3M
Discretionary$240.7M
Non-Disc.$73.6M
Employees10
Clients--
DateMar 2006
Total AUM$361.4M
Discretionary$290.9M
Non-Disc.$70.5M
Employees10
Clients--
DateJan 2006
Total AUM$250.8M
Discretionary$222.7M
Non-Disc.$28.1M
Employees10
Clients--
DateMar 2004
Total AUM$211.3M
Discretionary$185M
Non-Disc.$26.3M
Employees5
Clients--
DateMar 2002
Total AUM$88M
Discretionary$87.2M
Non-Disc.$837K
Employees5
Clients--