Jackson National Life Insurance
$36.4M reported client assets across 2 advisory firms in FY2020 annual amendments
Reported client assets over time
$27.5M
$35.9M
2017
2020
Same-firm comparison: 1 firms that reported Jackson National Life Insurance in both FY2019 and FY2020 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Naples Money Management Llc | $35.9M | $146M | 24.6% | 03/29/2021 |
| Split Rock Private Trading And Wealth Management Llc | $525K | $131M | 0.4% | 01/25/2021 |
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.