Jackson Jackson Schroeder, Inc.
Jackson Jackson Schroeder, Inc. (CRD# 133506) is a financial advisory firm headquartered in , . They manage $25,000,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$490,196
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
John Jackson (CRD# 2639173) is an Investment Advisor Representative working at Jackson Jackson Schroeder, Inc. in Simi Valley, CA and has 1 year of experience in the finance industry.
Steven Seegmiller (CRD# 417894) is an Investment Advisor Representative working at Jackson Jackson Schroeder, Inc. in Simi Valley, CA and has over 34 years of experience in the finance industry. Steven Seegmiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.