Jackson National Life Distributors Llc
$126M reported client assets across 5 advisory firms in FY2023 annual amendments
Reported client assets over time
$67.8M
$77.8M
2021
2023
Same-firm comparison: 2 firms that reported Jackson National Life Distributors Llc in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2017, FY2018, FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Midwest Professional Planners, Ltd. | $52.2M | $432M | 12.1% | 02/14/2024 |
| Lone Peak Advisers, Llc | $40.0M | $104M | 38.4% | 03/18/2024 |
| Vision Capital Management Corporation | $25.6M | $159M | 16.1% | 03/26/2024 |
| American Financial Management, Ltd. | $7.6M | $33.4M | 22.8% | 02/26/2024 |
| Sun Global Llc | $333K | $2.3M | 14.5% | 03/14/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.