Jackson National
$31.3M reported client assets across 4 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Win Team Insurance Services, Inc. | $15.6M | $44.7M | 34.9% | 03/10/2025 |
| American Financial Management, Ltd. | $7.8M | $31.6M | 24.7% | 02/16/2026 |
| Pleasantdale Wealth Management, Llc | $4.9M | $114M | 4.3% | 02/06/2026 |
| Emergent Wealth Advisors, Llc | $3.0M | $249M | 1.2% | 01/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.