![]() ![]() The purpose of GAAP is to ensure that financial reporting is transparent and consistent from one organization or another. Generally accepted accounting principles (GAAP or US GAAP) refer to a common set of account rules, standards, and procedures issued by the Financial Accounting Standards Board (FASB). JFI also reported consolidated policyholder-related liabilities of $267 billion as of December 31, 2022. (JFI), the ultimate parent company of Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York, reported as of December 31, 2022. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.* Refers to GAAP basis consolidated total assets of Jackson Financial Inc. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees ![]() ![]() This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Review the ongoing performance of any Adviser, participate in the management of any user’s account byĪn Adviser or provide advice regarding specific investments. Platform based on information gathered from users through our online questionnaire. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. Freedom Financial Asset Management, LLC is allowed to provide services to clients across a number of states, including Arizona and California. The company's headquarters is at 1875 South Grant Street, San Mateo, California 94402. The average advisor at Freedom Financial Asset Management, LLC manages fewer than one client account, placing it among the most individualized financial advisor firms in the country. The investment advisory firm oversees an average of $702.1 million in assets for each account. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without needing to seek the client's approval. Freedom Financial Asset Management, LLC manages all of its client assets in a discretionary manner. Securities are exchangable fiscal investments like options, equities and bonds. Freedom Financial Asset Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Freedom Financial Asset Management, LLC has a small group, including 2 financial advisors. The company oversees $702.1 million in assets across one customer account, placing it among the larger firms in the nation by assets under management (AUM). Freedom Financial Asset Management, LLC operates as a financial advisor company headquartered in San Mateo, California. ![]()
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