


Jackson Financial Management Email Formats
Financial Services • Costa Mesa, California, United States • 1-10 Employees
Jackson Financial Management Email Formats
Jackson Financial Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@jfmcorp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jfmcorp.com | 100% |
Key Contact at Jackson Financial Management
Damien Jackson
Owner
Company overview
| Headquarters | 151 Kalmus Drive, Suite H-7, Costa Mesa, California 92626, US |
| Phone number | +17144346900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
About Jackson Financial Management
Founded in 1995, Jackson Financial Management is a privately-held, independent registered investment advisory (RIA) firm located in beautiful Orange County (Costa Mesa), California. We specialize in providing comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. Our well-educated and experienced advisory & investment team includes CFP® professionals, a Chartered Financial Analyst (CFA®), a Master of Science with an emphasis in Financial Planning (MS), and a formerly practicing attorney with a Master of Laws in Taxation (LLM). We manage in excess of $390 million of discretionary investment assets for approximately 400 families. We use Charles Schwab & Co., Inc. as the primary independent third-party custodian for the investment assets we manage on behalf of our clients.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Jackson Financial Management has never raised funding before.
Frequently asked questions
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