# JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. of MELBOURNE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142486
- Type: SEC-registered investment adviser
- Location: 905 SARNO ROAD, MELBOURNE, FL, 32935
- Phone: 321-394-1040
- Latest filing: 2026-04-21
- Regulatory AUM: $7.8M
- Non-discretionary AUM: $7.8M
- Clients: 1
- Accounts: 42

## Business model

- Compensation: % of AUM, Commissions, Other
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142486/similar
- Related entities: https://search.stillhousedata.com/firm/142486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142486

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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.