JACKSON FINANCIAL SERVICES, LLC
CRD #132252 SEC #801-63379 MT. PLEASANT, SC 800-752-2354
SEC Registered
Total AUM
$475.9M
Discretionary
$475.9M
Employees
3
Clients
0
Accounts
958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $475.9M | $475.9M | $0 | 3 | 0 |
| Mar 2025 | $475.9M | $324.4M | $151.5M | 3 | 0 |
| Apr 2024 | $311.9M | $29M | $282.9M | 3 | 0 |
| Feb 2024 | $311.9M | $29M | $282.9M | 3 | 0 |
| Feb 2023 | $269.5M | $25M | $244.5M | 3 | 0 |
| Mar 2022 | $285.5M | $26.5M | $259M | 3 | 0 |
| Mar 2021 | $248.8M | $14M | $234.8M | 3 | 0 |
| Jul 2020 | $237.7M | $13.4M | $224.3M | 3 | 0 |
| Mar 2020 | $237.7M | $13.4M | $224.3M | 3 | 0 |
| Mar 2019 | $196.9M | $11.5M | $185.4M | 4 | 145 |
| Nov 2018 | $219.7M | $11M | $208.7M | 4 | 0 |
| Mar 2018 | $219.7M | $11M | $208.7M | 4 | 0 |
| Mar 2017 | $205.4M | $6.7M | $198.7M | 4 | 26 |
| Feb 2016 | $178.6M | $5.8M | $172.8M | 4 | 26 |
| Mar 2015 | $115.8M | $1.9M | $113.8M | 4 | 175 |
| Jun 2014 | $1.6M | $1.6M | $0 | 4 | 181 |
| Feb 2014 | $1.6M | $1.6M | $0 | 4 | 181 |
| Feb 2013 | $2.5M | $2.5M | $0 | 4 | 11 |
| Dec 2007 | $661.6M | $127.9M | $533.6M | 5 | -- |
| Jan 2007 | $661.6M | $127.9M | $533.6M | 5 | -- |
| Feb 2006 | $440.9M | $161.7M | $279.2M | 5 | -- |
| Nov 2005 | $416.1M | $126.2M | $289.9M | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$475.9M
Discretionary$475.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$475.9M
Discretionary$324.4M
Non-Disc.$151.5M
Employees3
Clients0
DateApr 2024
Total AUM$311.9M
Discretionary$29M
Non-Disc.$282.9M
Employees3
Clients0
DateFeb 2024
Total AUM$311.9M
Discretionary$29M
Non-Disc.$282.9M
Employees3
Clients0
DateFeb 2023
Total AUM$269.5M
Discretionary$25M
Non-Disc.$244.5M
Employees3
Clients0
DateMar 2022
Total AUM$285.5M
Discretionary$26.5M
Non-Disc.$259M
Employees3
Clients0
DateMar 2021
Total AUM$248.8M
Discretionary$14M
Non-Disc.$234.8M
Employees3
Clients0
DateJul 2020
Total AUM$237.7M
Discretionary$13.4M
Non-Disc.$224.3M
Employees3
Clients0
DateMar 2020
Total AUM$237.7M
Discretionary$13.4M
Non-Disc.$224.3M
Employees3
Clients0
DateMar 2019
Total AUM$196.9M
Discretionary$11.5M
Non-Disc.$185.4M
Employees4
Clients145
DateNov 2018
Total AUM$219.7M
Discretionary$11M
Non-Disc.$208.7M
Employees4
Clients0
DateMar 2018
Total AUM$219.7M
Discretionary$11M
Non-Disc.$208.7M
Employees4
Clients0
DateMar 2017
Total AUM$205.4M
Discretionary$6.7M
Non-Disc.$198.7M
Employees4
Clients26
DateFeb 2016
Total AUM$178.6M
Discretionary$5.8M
Non-Disc.$172.8M
Employees4
Clients26
DateMar 2015
Total AUM$115.8M
Discretionary$1.9M
Non-Disc.$113.8M
Employees4
Clients175
DateJun 2014
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees4
Clients181
DateFeb 2014
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees4
Clients181
DateFeb 2013
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees4
Clients11
DateDec 2007
Total AUM$661.6M
Discretionary$127.9M
Non-Disc.$533.6M
Employees5
Clients--
DateJan 2007
Total AUM$661.6M
Discretionary$127.9M
Non-Disc.$533.6M
Employees5
Clients--
DateFeb 2006
Total AUM$440.9M
Discretionary$161.7M
Non-Disc.$279.2M
Employees5
Clients--
DateNov 2005
Total AUM$416.1M
Discretionary$126.2M
Non-Disc.$289.9M
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--