Jackson Financial Services, LLC

Jackson Financial Services, LLC, located in Mt. Pleasant, South Carolina, has been providing personalized investment advisory services since 2004. The firm's principal owner is Mason Moise. Services offered include the selection of other advisers, portfolio management, pension consulting, financial planning, and investment policy statement preparation. Clients have the option to grant discretionary authority for account management, with fees of 0.50% annually based on the account value. Financial planning fees range from $500 to $2,500, due at the start of the advisory relationship. Pension consulting fees are charged as a percentage of assets under advisement, ranging from 0.20% to 1.00%. The firm offers advice on various investment types, including equity securities, corporate debt securities, mutual funds, and structured products. Jackson Financial Services does not accept performance-based fees or engage in side-by-side management. The firm acts as a fiduciary and does not have any reportable disciplinary information. Clients' assets are held with qualified custodians, and the firm exercises limited custody over funds. Clients may grant investment discretion to the firm, which will determine the specific securities to be bought or sold. The firm votes proxies based on the best financial interests of clients. Jackson Financial Services prioritizes client privacy and maintains strict confidentiality policies.