JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. of MELBOURNE, FL is an SEC-registered investment adviser (CRD 142486). Regulatory assets under management: $7.8M.

Registration

• CRD: 142486
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 142486 on SEC IAPD (source of record)
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