Jackson Investment Management is a registered investment advisor based in San Juan, Puerto Rico, founded in 2013 and led by George P. Jackson. The firm operates strictly as a sub-advisor, meaning it does not directly manage accounts for individual retail clients. Instead, its sole client is Jackson Wealth Management. Jackson Investment Management provides portfolio allocation, risk management, and model portfolio design to Jackson Wealth Management. Because the firm functions entirely behind the scenes for another advisory firm, individual investors cannot hire Jackson Investment Management directly to manage their personal portfolios or provide financial planning services. The firm primarily utilizes mutual funds and exchange-traded funds, employing active trend-following and tactical asset allocation strategies.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.