# JACKSON FINANCIAL MANAGEMENT

JACKSON FINANCIAL MANAGEMENT of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108029
- Type: SEC-registered investment adviser
- SEC file number: 801-55787
- Location: 151 KALMUS DRIVE, SUITE H7, COSTA MESA, CA, 92626
- Phone: 714-434-6900
- Latest filing: 2019-03-29
- Regulatory AUM: $477.4M
- Discretionary AUM: $472.4M
- Non-discretionary AUM: $5.0M
- Clients: 13
- Accounts: 1,787

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| JACKSON TRACY OLIFF | PRESIDENT; PRESIDENT; CHAIRMAN; CHIEF COMPLIANCE OFFICER; PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| ROGERS RICHARD JAMES | CHIEF INVESTMENT OFFICER | — |
| SHANTON JAMES ALLEN | CORPORATE SECRETARY; INVESTMENT ADVISER REPRESENTATIVE | — |
| WEARP LAURIE LYNN | DIRECTOR; CORPORATE SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108029/similar
- Related entities: https://search.stillhousedata.com/firm/108029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.