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    Jackson Financial Management

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    Description

    • 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.
    • location

      Headquarters:151 Kalmus Drive Suite H, Costa Mesa, California, United States

      More
    • Jackson Financial Management phone

      Phone Number: +1 714-434-6900

    • Jackson Financial Management website

      Website: https://www.jfmcorp.com

    • Jackson Financial Management employees

      Employees:4

    • Jackson Financial Management revenue

      Revenue:$0 - 1M

    • Jackson Financial Management legal name

      Legal Name:Jackson Financial Management

    • Jackson Financial Management's Social Media

      Jackson Financial Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 561990  |

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    Person level website identification

    Owner for Jackson Financial Management

    Damien Jackson

    Owner

    Person level website visitor identification

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    View Employees

    Damien Jackson

    Owner

    Chris Rogers

    Portfolio Manager

    Frequently Asked Questions regarding Jackson Financial Management

    • Where are Jackson Financial Management's Headquarters?

      Jackson Financial Management's Headquarters are in 151 Kalmus Drive Suite H,Costa Mesa,California,United States

    • What is Jackson Financial Management's phone number?

      Jackson Financial Management's phone number is +1 714-434-6900

    • What is Jackson Financial Management's official website?

      Jackson Financial Management's official website is https://www.jfmcorp.com

    • What is Jackson Financial Management's Revenue?

      Jackson Financial Management's revenue is $0 - 1M

    • What is Jackson Financial Management's NAICS code?

      Jackson Financial Management's NAICS code is 561990

    • How many employees are working in Jackson Financial Management

      Jackson Financial Management has 4 employees

    • What is Jackson Financial Management's Industry?

      Jackson Financial Management is in the industry of Financial Services

    • Who is Jackson Financial Management's Owner?

      Jackson Financial Management's Owner is Damien Jackson

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