Jackson & Associates, Inc.
Jackson & Associates, Inc. (CRD# 315102) is a financial advisory firm headquartered in Albuquerque, NM. They manage $107,943,320 in 87 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Jackson & Associates, Inc.
By the Numbers
-
Total Assets Under Management108MILLION
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$1,240,728
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM, TX
Financial Advisors at Jackson & Associates, Inc.
1
Richard Jackson (CRD# 5922032) is an Investment Advisor Representative working at Jackson & Associates, Inc. in Albuquerque, NM and has over 12 years of experience in the finance industry.
2
Christopher Boren (CRD# 7275683) is an Investment Advisor Representative working at Jackson & Associates, Inc. in Albuquerque, NM and has 1 year of experience in the finance industry.
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