Jackson & Associates, Inc.
CRD 315102SEC# 801-132590Albuquerque, NM
No longer SEC-registered. Jackson & Associates, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119.8M
Employees
3
Accounts
91
Location
Albuquerque, NM
Jackson & Associates, Inc. assets under management
Jackson & Associates, Inc. operates as an SEC-registered investment adviser based in Albuquerque, NM. It reports $119.8 million in regulatory assets under management and employs 3 people.
Jackson & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Carl Jackson Control | Ceo / Cco | Over 75% | 2021 |
Frequently asked questions
How much does Jackson & Associates, Inc. manage?
Jackson & Associates, Inc. reports $119.8 million in regulatory assets under management on its Form ADV.
How many employees does Jackson & Associates, Inc. have?
Jackson & Associates, Inc. reports 3 employees.
Where is Jackson & Associates, Inc. located?
Jackson & Associates, Inc. is based in Albuquerque, NM.
Does Jackson & Associates, Inc. disclose fund performance?
Jackson & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8300 Carmel Ave. NE, Suite 202, Albuquerque, NM 87122 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$119.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.8Mregulatory AUM
Discretionary $75.2MNon-discretionary $44.6M