JACKSON MONEY MANAGEMENT, INCORPORATED

JACKSON MONEY MANAGEMENT, INCORPORATED is an SEC-registered investment adviser (CRD 114558). Regulatory assets under management: $44.5M.

Registration

• CRD: 114558
• Type: Registered investment adviser
• Phone: 850-936-0033
• Latest filing: 2026-03-07
• Regulatory AUM: $44.5M
• Discretionary AUM: $33.4M
• Non-discretionary AUM: $11.1M
• Clients: 2
• Accounts: 44

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114558 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search