Jackson Financial Services, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 132252 · SEC file 801-63379 · Mt. Pleasant, SC · WWW.JACKSONFINANCIAL.ORG

☆ Save with Pro ADV data as of Mar 30, 2026

Regulatory AUM: $498M
Discretionary: $498M
Clients: 557
Avg AUM / client: $894K
Accounts: 958
Employees: 3

AUM over time

$1.6M $498M

Feb 25, 2013 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	377	$157M	31.5%
High net worth individuals	174	$339M	68.0%
Pension and profit sharing plans	6	$1.8M	0.37%
Charitable organizations	Fewer than 5 clients	$391K	0.08%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Robert Mason Nettles Moise	Managing Member, Chief Compliance Officer		Jul 2004 (22y)	75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/30/2026	918 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees
• Other fees
• REFERRAL FEES

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services
• Selection of other advisers
• Other services

Custody

Reported custodians

Charles Schwab & Co. $498M (100% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗