JACKSON FINANCIAL MANAGEMENT

JACKSON FINANCIAL MANAGEMENT of COSTA MESA, CA is an SEC-registered investment adviser (CRD 108029). Regulatory assets under management: $477.4M.

Registration

Officers, owners & control persons (4)

NameRoleLocation
JACKSON TRACY OLIFFPRESIDENT; PRESIDENT; CHAIRMAN; CHIEF COMPLIANCE OFFICER; PRESIDENT; CHIEF COMPLIANCE OFFICER
ROGERS RICHARD JAMESCHIEF INVESTMENT OFFICER
SHANTON JAMES ALLENCORPORATE SECRETARY; INVESTMENT ADVISER REPRESENTATIVE
WEARP LAURIE LYNNDIRECTOR; CORPORATE SECRETARY

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