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The Jackson Financial Company, Incorporated (Mt. Pleasant)


The Jackson Financial Company, Incorporated is an investment adviser to a business development company based in Mt. Pleasant. It manages $305.92 million of regulatory assets for 1,690 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 15 other states.

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The Jackson Financial Company, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Jackson Financial Company, Incorporated: assets under management

The assets under management (AUM) of The Jackson Financial Company, Incorporated is $305.92 million. The firm's AUM has grown by 215267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.1 million in discretionary accounts and $298.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Jackson Financial Company, Incorporated for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mt. Pleasant

The principal office where The Jackson Financial Company, Incorporated performs its advisory services is located at 940 Johnnie Dodds Blvd, Ste 205, Mt. Pleasant, SC 29464 The mailing address of the firm is P O Box 1028, Mt. Pleasant, SC 29465. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-881-3434 or by fax 843-881-1557. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at jacksonfinancial.org.


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