Carl Abreu is a registered investment advisor at Jackson Investment Management, LLC, based in San Juan, PR, with 1 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Jackson Investment Management provides investment advice to Jackson Wealth Management, LLC. Jackson Wealth pays Jackson Investment a monthly fee based on the average daily net asset value of assets under management at an annual rate of 0.90% of assets under management and 0.50% of assets under administration.
Location
San Juan, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jackson Investment Management, LLC
State Registrations1 state
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