Fee-only adviser · Mt. Pleasant, SC
Jackson Financial Services, LLC
Jackson Financial Services, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mt. Pleasant, South Carolina. On its latest Form ADV, filed March 30, 2026, it reports $498M in regulatory assets under management, 551 individual clients and 3 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 | SEC-registered |
|---|---|
| Firm CRD number | 132252 · SEC file 801-63379 |
| Office | 1311 Chuck Dawley Blvd. Suite 103 Mt. Pleasant, SC 29464 |
| Phone | (800) 752-2354 |
| Website | www.jacksonfinancial.org |
| Regulatory assets under management | $498M |
| Individual clients | 377 non-high-net-worth, 174 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Mt. Pleasant
- Headland Capital $559M
- Saos Capital, LLC $239M
- Morris Financial Concepts, Inc. $538M
- Convergent Financial Group $72M
- Loveland & Bastian Financial Services Group, LLC $84M
- Runey & Associates Wealth Management $105M
See all 18 fee-only advisers in Mt. Pleasant →
Nearby
- Sullivans Island 1 firm
- Charleston 14 firms
- Daniel Island 5 firms
- Johns Island 1 firm
- Kiawah Island 1 firm
- Moncks Corner 1 firm
- Summerville 2 firms
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