Jackson Avenue, LLC
● SEC registered since 2021CRD 158854SEC# 801-121455
Reg. AUM
$185M
Employees
2
Accounts
63
Location
—
Jackson Avenue, LLC assets under management
Jackson Avenue, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $185 million in regulatory assets under management and employs 2 people.
Jackson Avenue, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Curtis Mull Control | Partner | Under 5% | 2015 |
| Joseph Jason Dwyer Control | President, Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Jackson Avenue, LLC manage?
Jackson Avenue, LLC reports $185 million in regulatory assets under management on its Form ADV.
How many employees does Jackson Avenue, LLC have?
Jackson Avenue, LLC reports 2 employees.
Does Jackson Avenue, LLC disclose fund performance?
Jackson Avenue, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 703-626-6475 |
| Office hours | 8:30 To 5:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$185Mregulatory AUM
Discretionary $104.7MNon-discretionary $80.3M