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Jackson Financial Management

Jackson Financial Management Email Formats

Financial ServicesFlag of USCosta Mesa, California, United States1-10 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@jfmcorp.com
100%

Key Contact at Jackson Financial Management

Flag of AU

Damien Jackson

Owner

Company overview

Headquarters151 Kalmus Drive, Suite H-7, Costa Mesa, California 92626, US
Phone number+17144346900
Website
NAICS52
SIC628
Founded1995
Employees1-10
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

Founder/Owner

Funding Data

Jackson Financial Management has never raised funding before.

Frequently asked questions

Jackson Financial Management is located in Costa Mesa, California, US.
You can reach Jackson Financial Management at +17144346900.
Jackson Financial Management was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.
Jackson Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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