Jackson Financial Group

What Jackson Financial Group does

Jackson Financial Group is a privately-held, fee-based independent financial advisory practice founded in 1999 and headquartered in Tallahassee, Florida. The firm provides personalized wealth management, retirement planning, investment advisory, estate planning, tax planning, and insurance solutions to individuals and families — primarily those at or approaching retirement — across 12 US states. The founder and principal, Terri G. Jackson, holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations, and the firm operates under a fiduciary standard that it states it has maintained since inception.

The firm does not maintain proprietary investment, advisory, or planning technology. All securities are offered through LPL Financial (Member FINRA/SIPC) under a brokerage relationship, and investment advice is delivered through Independent Advisor Alliance, a registered investment advisor. The firm's own technology surface is limited to a website-hosted Learning Center (articles, calculators, flipbooks, videos, newsletters, market commentary) and a client login portal, with no mobile application, no public API, no documented integrations, and no AI-driven features. Marketing is content-led and supplemented by educational seminars and community involvement in Tallahassee.

The business model is professional services: fee-based financial planning and advisory revenue generated via LPL Financial and Independent Advisor Alliance, complemented by commissions on insurance and investment products. GTM is sales-led and relationship-driven, relying on one-on-one consultations, educational content, seminars, and word-of-mouth in local and regional markets. The firm has a small team of approximately 2-3 advisors, holds representative licenses across 12 states, has no outside funding, no parent company, no subsidiaries, and no disclosed M&A activity.

Name

Jackson Financial Group

Legal name

Jackson Financial Group

Website

https://jacksonfinancialplanning.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Jackson Financial Group is a privately-held, fee-based independent financial advisory practice founded in 1999 in Tallahassee, Florida, serving individuals and families approaching or in retirement across 12 US states with personalized retirement, investment, estate, tax, and insurance planning delivered through LPL Financial.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Retirement planning services
• Wealth management advisory
• Financial planning services
• Investment advisory services
• Personal financial planning

Headquarters

HQ city

Tallahassee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Fees: Fee-based financial planning services through Independent Advisor Alliance. The firm provides comprehensive financial planning evaluations and analysis for individuals, with services including retirement planning, investment management, and insurance products.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Jackson Financial Group is an independent financial advisory firm that provides personalized financial planning, investment advisory, and wealth management services to individuals approaching or in retirement. The firm offers retirement planning, investment management, estate planning, tax planning, and insurance products, delivering services through a fiduciary model with one-on-one client relationships. Securities are offered through LPL Financial, and investment advice is offered through Independent Advisor Alliance.

Product overview

Jackson Financial Group is a financial advisory firm that offers a comprehensive suite of wealth management products and services primarily to retail investors in the United States. The core offering combines investment advisory services through Independent Advisor Alliance with a diversified range of investment products (including bonds, stocks, IRAs, and variable annuities), financial planning services (retirement, education, estate), and insurance products (life, disability, long-term care). The firm supplements its advisory services with educational tools including financial calculators, a learning center with articles, newsletters, flipbooks, videos, and market commentary, all delivered through LPL Financial as the broker-dealer platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Professional wealth management and investment advisory services provided through Independent Advisor Alliance, helping individuals develop sound retirement strategies and ongoing investment management.
• Investment Products
• Financial Planning Services
• Insurance Products

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities are offered through LPL Financial, a registered broker-dealer and investment advisor. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm does not offer proprietary investment products or engage in investment banking activities, meaning advisors affiliated with LPL are not pressured to sell specific products.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Others

• LPL Financial: Jackson Financial Group's exclusive broker-dealer and platform partner for securities, brokerage, and compliance infrastructure. LPL Financial hosts thousands of independent advisor practices like Jackson Financial Group and serves as the operational backbone for its advisory offering.
• Independent Advisor Alliance: Jackson Financial Group offers investment advisory services through Independent Advisor Alliance, its registered investment advisor parent entity. While not a direct competitor, IAA is the RIA through which Jackson Financial Group is registered and operates, making it the closest operating peer in governance and product structure.

Broad incumbents

• Ameriprise Financial: Public diversified financial services company with a large independent advisor channel serving retail retirement, investment, and insurance clients. Comparable to Jackson Financial Group in client focus (individuals near or in retirement) and full-service wealth offering, though at much larger scale.
• Edward Jones: Large U.S. broker-dealer focused on individual investors and retirement planning, with thousands of branch advisors across the country. Targets the same retirement-age retail clientele as Jackson Financial Group but at national scale, offering a benchmark for service model and product breadth.
• Northwestern Mutual: Mutual insurance and financial services company with a national network of financial advisors focused on retirement, life insurance, and wealth planning. Overlaps with Jackson Financial Group's retirement planning, life insurance, and long-term care insurance product lines for individual clients.
• Commonwealth Financial Network: Large independent broker-dealer and RIA supporting thousands of affiliated financial advisors serving retail retirement and wealth clients. Closely comparable operating model to Jackson Financial Group as an LPL-affiliated practice, including the independent advisor structure and fee-based planning emphasis.
• Raymond James Financial: Public diversified wealth manager and investment bank with a large independent contractor advisor channel. Its financial advisor affiliates serve retail retirement and wealth management clients in a similar one-on-one advisory model to Jackson Financial Group, but with national reach.
• Cetera Financial Group: Independent advisor network supporting thousands of financial professionals with broker-dealer and RIA services. Operates a business model structurally analogous to Jackson Financial Group's LPL affiliation, and serves the same retail retirement planning segment with similar fee-based advisory products.
• Stifel Financial: Public full-service wealth management and investment banking firm with a national retail advisor footprint. Provides investment advisory, financial planning, and retirement products comparable to Jackson Financial Group's offering, but across a much larger geography and client base.
• Charles Schwab Wealth Management: Major broker-dealer and registered investment advisor with retail wealth management offerings and the Schwab Advisor Network for independent RIAs. Competes for the same retirement-focused retail investor segment and provides custodian and technology infrastructure used by many small advisory firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JacksonFinancialGroup
• LinkedInlinkedin.com/company/jackson-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jackson Financial Group