Fee-only adviser · Albuquerque, NM
Jackson & Associates, Inc.
Jackson & Associates, Inc. is a fee-only investment adviser registered with the securities regulator of New Mexico, with its main office in Albuquerque, New Mexico. On its latest Form ADV, filed April 23, 2026, it reports $101M in regulatory assets under management, 80 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Mexico |
|---|---|
| Firm CRD number | 315102 · SEC file 801-132590 |
| Office | 8300 Carmel Ave. NE Suite 202 Albuquerque, NM 87122 |
| Phone | (505) 944-8404 |
| Website | jacksonrfw.com |
| Regulatory assets under management | $101M ($70M discretionary) |
| Individual clients | 35 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Albuquerque
- John Moore & Associates Inc $1.0B
- Redw Wealth LLC $869M
- Portfolio Wealth Advisors $395M
- Sandia Wealth Management, LLC $193M
- Hanseatic Management Services Inc $174M
- Madrid Wealth Management $212M
See all 14 fee-only advisers in Albuquerque →
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