Jackson Financial Management Employee Directory

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.

Find Jackson Financial Management employees' phone numbers or email addresses

Jackson Financial Management Global Highlights

North America
10

United States Of America
10

Oceania
2

Australia
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Jackson Financial Management's Leadership

D. J.
Owner
Mobile Phone
Email
T. J.
President & Owner
Mobile Phone
Email
A. J.
Office Manager
Mobile Phone
Email
C. R.
Portfolio Manager
Mobile Phone
Email
C. R.
Associate
Mobile Phone
Email
C. R.
Investment Advisor Rep
Mobile Phone
Email
J. S.
Financial Advisor
Mobile Phone
Email
M. K.
Client Service Assistant
Mobile Phone
Email

Contact profiles from Jackson Financial Management

Name

Title

Contact Info

Location

Last Update

D. J.
Owner
Mobile Phone
Email
AustraliaNew South Wales
Feb 02, 2024
T. J.
President & Owner
Mobile Phone
Email
United StatesCalifornia
Oct 22, 2024
A. J.
Office Manager
Mobile Phone
Email
AustraliaNew South Wales
Nov 18, 2024
C. R.
Portfolio Manager
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
C. R.
Associate
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
C. R.
Investment Advisor Rep
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
J. S.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. K.
Client Service Assistant
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
P. B.
Administrative Assistant
Mobile Phone
Email
United StatesCalifornia
Sep 12, 2024
R. W.
Adviser
Mobile Phone
Email
United KingdomEdinburgh
Aug 02, 2024

Frequently Asked Questions

What is Jackson Financial Management known for?

Jackson Financial Management operates in the Financial Services industry. The company's main headquarters is located in 151 Kalmus Drive Costa Mesa, California 92626 United States; you can contact the main corporate office by phone at

+1-714-434-****

. Explore Jackson Financial Management's company overview page for more information.

What is Jackson Financial Management's most common email format?

Jackson Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jackson Financial Management email formats with LeadIQ.

How many employees does Jackson Financial Management have currently?

Jackson Financial Management has approximately 11 employees as of December 2024. These team members are located across 3 continents, including North AmericaOceaniaEurope.

Who are Jackson Financial Management's key employees and leadership?

As of December 2024, Jackson Financial Management's key employees include:

Owner: D. J.
President & Owner: T. J.
Office Manager: A. J.
Portfolio Manager: C. R.
Associate: C. R.

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