JACKSON & ASSOCIATES, INC.
CRD #315102 SEC #801-132590 ALBUQUERQUE, NM 505-944-8404
SEC Registered
Total AUM
$119.8M
Discretionary
$75.2M
Employees
3
Clients
10
Accounts
91
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACKSON, RICHARD, CARL | I | CEO / CCO | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
NM TX
Address
8300 CARMEL AVE. NESUITE 202
ALBUQUERQUE, NM 87122
United States
Phone: 505-944-8404