JACKSON & ASSOCIATES, INC.
At a Glance
| Total AUM | $119.8M |
| Discretionary | $75.2M63% of AUM |
| Non-Discretionary | $44.6M |
| Client Accounts | 91 |
| Avg Account Size | $1.3M |
| Employees | 3 |
| Peak AUM | $119.8MMar 2025 |
AUM by Client Type
Total AUM
$120M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | — | — | — | — |
| Discretionary AUM | $75M | — | — | ||
Key Metrics
| Total AUM | $119.8M |
| Discretionary | $75.2M |
| Employees | 3 |
| Client Accounts | 91 |
| Client Range | 10-Jan |
Contact & Location
Address
8300 CARMEL AVE. NE
ALBUQUERQUE NM 87122
Phone
505-944-8404
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported