Insights

Acquisition Strength Recently acquired by Mercer Global Advisors, providing an opportunity to leverage new resources and networks for business growth.

Expert Team Employment of well-educated professionals including CFP® experts and attorneys specialized in taxation, offering a competitive edge in financial advisory services.

Active Client Base Managing over $390 million in assets for around 400 families, indicating a solid client base that can be further expanded through personalized service offerings.

Technology Utilization Operates on a tech stack with tools like Cloudflare, WordPress, and Apache, showcasing a commitment to efficient operations and potential for tech-driven service enhancements.

Market Niche Specializes in serving financially successful individuals, families, and business owners across Southern California and nationwide, providing a focused target market to tailor sales efforts and offerings.

Jackson Financial Management Tech Stack

Jackson Financial Management uses 8 technology products and services including Cloudflare CDN, WordPress, Joomla, and more. Explore Jackson Financial Management's tech stack below.

Cloudflare CDN

Content Delivery Network

WordPress

Content Management System

Joomla

Content Management System

Font Awesome

Font Scripts

MooTools

Javascript Frameworks

jQuery

Javascript Libraries

Google Tag Manager

Tag Management

Apache

Web Servers

Jackson Financial Management Email Formats	Example	Percentage
FLast@jfmcorp.com	JDoe@jfmcorp.com	50%
FLast@jfmcorp.com	JDoe@jfmcorp.com	50%

Jackson Financial Management Email Formats

Example

Percentage

FLast@jfmcorp.com

JDoe@jfmcorp.com

50%

FLast@jfmcorp.com

JDoe@jfmcorp.com

50%

Frequently Asked Questions

Where is Jackson Financial Management's headquarters located?

Jackson Financial Management's main headquarters is located at 151 Kalmus Drive Costa Mesa, California 92626 United States. The company has employees across 3 continents, including North AmericaOceaniaEurope.

What is Jackson Financial Management's phone number?

You can contact Jackson Financial Management's main corporate office by phone at

+1-714-434-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jackson Financial Management's official website and social media links?

Jackson Financial Management's official website is jfmcorp.com and has social profiles on LinkedIn.

What is Jackson Financial Management's NAICS code?

Jackson Financial Management's NAICS code is 52 - Finance and Insurance.

How many employees does Jackson Financial Management have currently?

As of April 2025, Jackson Financial Management has approximately 11 employees across 3 continents, including North AmericaOceaniaEurope. Key team members include Owner: D. J.President & Owner: T. J.Office Manager: A. J.. Explore Jackson Financial Management's employee directory with LeadIQ.

What industry does Jackson Financial Management belong to?

Jackson Financial Management operates in the Financial Services industry.

What technology does Jackson Financial Management use?

Jackson Financial Management's tech stack includes Cloudflare CDNWordPressJoomlaFont AwesomeMooToolsjQueryGoogle Tag ManagerApache.

What is Jackson Financial Management's email format?

Jackson Financial Management's email format typically follows the pattern of . Find more Jackson Financial Management email formats with LeadIQ.

Jackson Financial Management

Financial ServicesCalifornia, United States11-50 Employees

Founded in 1995, Jackson Financial Management is a privately-held, independent registered investment advisory (RIA) firm located in beautiful Orange County (Costa Mesa), California. We specialize in providing comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. Our well-educated and experienced advisory & investment team includes CFP® professionals, a Chartered Financial Analyst (CFA®), a Master of Science with an emphasis in Financial Planning (MS), and a formerly practicing attorney with a Master of Laws in Taxation (LLM). We manage in excess of $390 million of discretionary investment assets for approximately 400 families. We use Charles Schwab & Co., Inc. as the primary independent third-party custodian for the investment assets we manage on behalf of our clients.

Insights

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