Acquisition Opportunity Jackson Financial Management was acquired by Mercer Global Advisors in 2019, indicating a potential opportunity to offer integration solutions, advanced financial technology, or tailored services to a firm that has recently undergone consolidation.

Client Asset Management Managing over 390 million dollars for approximately 400 high-net-worth families presents an opportunity to introduce sophisticated investment platforms, reporting tools, or specialized wealth management software to enhance client service and operational efficiency.

Technology Enhancement Utilizing popular web tools like Joomla, WordPress, and Google Tag Manager suggests openness to adopting new digital marketing and client engagement technologies, which could be leveraged through targeted digital solutions.

Growth Potential With a moderate revenue range between 1 and 10 million dollars and a small team size, there is significant potential for scalable solutions that support business growth, such as CRM systems, client onboarding platforms, or practice management tools.

Market Reach Being based in Southern California and serving clients nationwide allows sales prospects to focus on expanding regional or virtual advisory services, including fintech solutions that cater to geographically dispersed high-net-worth individuals.