Insights

Client Base & Revenue Jackson Financial Management manages assets exceeding 390 million dollars for around 400 high-net-worth families and individuals, indicating strong opportunities to offer premium wealth management solutions, advanced investment products, and personalized financial planning services.

Recent Acquisition Being acquired by Mercer Global Advisors in 2019 suggests potential for expanded service offerings, integration of new technologies, and access to broader client networks, which can be leveraged for cross-selling investment, retirement, and estate planning solutions.

Technology Stack Utilizing cloud services like Amazon Web Services, financial platforms such as Charles Schwab, and web technologies including Joomla and Google Tag Manager presents avenues to introduce innovative digital engagement tools or customized client portals to enhance service delivery.

Regulatory & Expertise With a team comprising CFP®, CFA®, and legal professionals with tax expertise, Jackson Financial Management is positioned to appeal to clients seeking comprehensive, compliant, and tax-efficient investment strategies, opening opportunities for specialized advisory services.

Market Position & Growth As a privately-held firm with a modest team size and a focus on affluent clients in Southern California and nationwide, there’s potential to target similar niche markets, expand service lines, or develop scalable digital marketing campaigns to attract more high-net-worth clientele.

Jackson Financial Management Tech Stack

Jackson Financial Management uses 8 technology products and services including Amazon Web Services, Joomla, Microsoft 365, and more. Explore Jackson Financial Management's tech stack below.

Amazon Web Services

Cloud Hosting

Joomla

Content Management System

Microsoft 365

Font Awesome

Font Scripts

Polyfill

Javascript Libraries

Google Tag Manager

Tag Management

Nginx

Web Servers

Facebook

Widgets

Jackson Financial Management Email Formats	Example	Percentage
FLast@jfmcorp.com	JDoe@jfmcorp.com	100%

Jackson Financial Management Email Formats

Example

Percentage

FLast@jfmcorp.com

JDoe@jfmcorp.com

100%

Frequently Asked Questions

Where is Jackson Financial Management's headquarters located?

Jackson Financial Management's main headquarters is located at 151 Kalmus Drive Suite H-7 Costa Mesa, California 92626 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Jackson Financial Management's phone number?

You can contact Jackson Financial Management's main corporate office by phone at

+1-714-434-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jackson Financial Management's official website and social media links?

Jackson Financial Management's official website is jfmcorp.com and has social profiles on LinkedIn.

What is Jackson Financial Management's NAICS code?

Jackson Financial Management's NAICS code is 52 - Finance and Insurance.

How many employees does Jackson Financial Management have currently?

As of May 2026, Jackson Financial Management has approximately 5 employees across 2 continents, including North AmericaOceania. Key team members include Owner: D. J.Office Manager: A. J.Associate: C. R.. Explore Jackson Financial Management's employee directory with LeadIQ.

What industry does Jackson Financial Management belong to?

Jackson Financial Management operates in the Financial Services industry.

What technology does Jackson Financial Management use?

Jackson Financial Management's tech stack includes Amazon Web ServicesJoomlaMicrosoft 365Font AwesomePolyfillGoogle Tag ManagerNginxFacebook.

What is Jackson Financial Management's email format?

Jackson Financial Management's email format typically follows the pattern of FLast@jfmcorp.com. Find more Jackson Financial Management email formats with LeadIQ.

When was Jackson Financial Management founded?

Jackson Financial Management was founded in 1995.

Jackson Financial Management

Q: How many employees does Jackson Financial Management have currently?

Jackson Financial Management has approximately 5 employees.

Q: What technology does Jackson Financial Management use?

Jackson Financial Management's tech stack includes WP Engine, Google Fonts API, MooTools, Apache, Polyfill.

Q: What is Jackson Financial Management's NAICS code?

Jackson Financial Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

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.

Insights

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