JACKSON & ASSOCIATES, INC.

JACKSON & ASSOCIATES, INC. of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 315102). Regulatory assets under management: $101.4M.

Registration

• CRD: 315102
• SEC file number: 801-132590
• Type: Registered investment adviser
• Location: 8300 CARMEL AVE. NE, ALBUQUERQUE, NM, 87122
• Phone: 505-944-8404
• Latest filing: 2026-04-23
• Regulatory AUM: $101.4M
• Discretionary AUM: $70.1M
• Non-discretionary AUM: $31.3M
• Clients: 3
• Accounts: 81

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315102 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search