Jackson Financial Services (JFS) offers financial planning, investment advice, and income tax services. JFS provides advice on retirement, investments, cash management, education funding, estate planning, insurance, debt management, and taxes. JFS also provides ERISA 3(38) fiduciary services for business clients who sponsor defined contribution retirement plans. Melody Jackson is the sole owner and advisor.
Assets Under Management$910K
Clients21
Advisors1
Avg. per Client$43K
Avg. per Advisor$910K
Fee Structure
Investment management only (planning not offered)
Jackson Financial Services does not actively manage client assets. They provide advice on asset allocation and investment selection, including quarterly portfolio reviews if desired, for an hourly fee of $125 to $175 per hour.
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