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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $490,196
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jackson Jackson Schroeder, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John B. Jackson
CRD#: 2639173
Simi Valley, CA
87
Wealthminder
score

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.

2
Steven M. Seegmiller
CRD#: 417894
Simi Valley, CA
86
Wealthminder
score

Steven Seegmiller (CRD# 417894) is an Investment Advisor Representative working at Jackson Jackson Schroeder, Inc. in Simi Valley, CA and has over 33 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.