Asset manager · Lansing, MI
Jackson National Asset Management, LLC
SEC-registered investment adviser · CRD 111079 · SEC 801-58171
At a glance
Jackson National Asset Management, LLC is an SEC-registered investment adviser based in Lansing, Michigan, with $246.3 billion in regulatory assets under management as of its Form ADV filed May 26, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 64th of 3,218 asset managers and 106th of 17,210 SEC-registered advisers by assets.
Main office 517-381-5500LinkedInAs filed on Form ADV
- Regulatory AUM
- $246B
- Rank among asset managers
- #64 of 3,218
- Rank among all SEC RIAs
- #106 of 17,210
- Rank in Michigan
- #1 of 305
- Clients
- 134
- Accounts
- 134
- Discretionary
- 100% of AUM
- Employees
- 156
- Advisory staff
- 13
- Offices
- 2
Owners and executives on its Form ADV
- Susan S. RheeSecretary, SVP & General Counsel
- Mark D. NerudPresident & Chief Executive Officer; Managing Board Member & Chair
- Garett J. ChildsSenior Vice President & Chief Financial Officer
- William P. HardingSenior Vice President & Chief Investment Officer
- Kristan L. RichardsonAssistant Secretary
- Alison R. ReedManaging Board Member
- Richard J. GormanChief Compliance Officer & Senior Vice President
- Eric A. BjornsonSenior Vice President & Chief Operating Officer
- Scott J. GoldeManaging Board Member
- Laura L. HansonManaging Board Member
Custody and brokerage
Custodian
Jackson National Asset Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Jackson National Asset Management, LLC is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Jackson National Life Distributors LLC.
- Jackson National Life Distributors LLC ↗CRD 40178
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Jackson National Life Distributors as the broker-dealer its advisers are registered with.
O’Boyle, Courtney Howell, Joseph Patracuollo, Rodney Ballard, Rob Dombrower, Mark Godfrey, Kelli Hill, James McCartin, and Cody Provence are registered representatives of Jackson National Life Distributors LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 134 | $246B | 100% |
Disciplinary disclosures
Jackson National Asset Management, LLC answers yes to 26 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Jackson National Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 129 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Jackson National Asset Management, LLC manage?
Jackson National Asset Management, LLC reports $246.3 billion in regulatory assets under management across 134 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 26, 2026.
What kind of firm is Jackson National Asset Management, LLC?
Jackson National Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Jackson National Asset Management, LLC’s clients?
By assets, its largest client types are investment companies ($246.3 billion, 134 clients).
Does Jackson National Asset Management, LLC have any disciplinary history?
Jackson National Asset Management, LLC answers yes to 26 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Jackson National Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →