Jackson Financial Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
151 Kalmus Dr Ste H7, Costa Mesa, Califo...Phone Number
(714) 434-6900Website
www.jfmcorp.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Jackson Financial Management
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 Certified Financial PlannerTM professionals (CFP®), 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.Explore more
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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 bus... Read More
