0001730475-19-000004.txt : 20191101
0001730475-19-000004.hdr.sgml : 20191101
20191101114824
ACCESSION NUMBER: 0001730475-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191101
DATE AS OF CHANGE: 20191101
EFFECTIVENESS DATE: 20191101
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Jackson Financial Management
CENTRAL INDEX KEY: 0001730475
IRS NUMBER: 330791039
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18342
FILM NUMBER: 191185891
BUSINESS ADDRESS:
STREET 1: 151 KALMUS DRIVE
STREET 2: SUITE H7
CITY: COSTA MESA
STATE: CA
ZIP: 92626
BUSINESS PHONE: 7144346900
MAIL ADDRESS:
STREET 1: 151 KALMUS DRIVE
STREET 2: SUITE H7
CITY: COSTA MESA
STATE: CA
ZIP: 92626
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730475
XXXXXXXX
09-30-2019
09-30-2019
Jackson Financial Management
151 KALMUS DRIVE
SUITE H7
COSTA MESA
CA
92626
13F HOLDINGS REPORT
028-18342
N
Tracy Oliff Jackson
President
714-434-6900
Tracy Oliff Jackson
Costa Mesa
CA
11-01-2019
0
34
165732
false
INFORMATION TABLE
2
jfm3q19.xml
ALPHABET INC
CAP STK CL A
02079K305
219
179
SH
SOLE
179
0
0
ALPHATEC HOLDINGS INC
COM NEW
02081G201
1113
221749
SH
SOLE
221749
0
0
AMAZON COM INC
COM
023135106
214
123
SH
SOLE
123
0
0
APPLE INC
COM
037833100
3986
17796
SH
SOLE
17796
0
0
ARK ETF TR
GENOMIC REV ETF
00214Q302
1126
38145
SH
SOLE
38145
0
0
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
3187
85221
SH
SOLE
85221
0
0
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
5769
150418
SH
SOLE
150418
0
0
FACEBOOK INC
CL A
30303M102
383
2148
SH
SOLE
2148
0
0
HOLOGIC INC
COM
436440101
1450
28710
SH
SOLE
28710
0
0
INVESCO ACTIVELY MANAGD ETF
ULTRA SHRT DUR
46090A887
10431
206917
SH
SOLE
206917
0
0
INVESCO EXCH TRD SLF IDX FD
DEFENSIVE EQTY
46138J775
18910
348893
SH
SOLE
348893
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
8831
414600
SH
SOLE
414600
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
46137V373
11407
81245
SH
SOLE
81245
0
0
INVESCO EXCHANGE TRADED FD T
DYNMC SEMICNDT
46137V647
4023
69595
SH
SOLE
69595
0
0
INVESCO EXCHANGE TRADED FD T
DYNMC SOFTWARE
46137V639
3919
42104
SH
SOLE
42104
0
0
INVESCO EXCHNG TRADED FD TR
S&P MIDCP LOW
46138E198
11369
216102
SH
SOLE
216102
0
0
INVESCO EXCHNG TRADED FD TR
CEF INM COMPSI
46138E404
6990
309170
SH
SOLE
309170
0
0
INVESCO EXCHNG TRADED FD TR
VAR RATE PFD
46138G870
406
15986
SH
SOLE
15986
0
0
ISHARES TR
US AER DEF ETF
464288760
11940
53138
SH
SOLE
53138
0
0
ISHARES TR
US HLTHCR PR ETF
464288828
11230
69451
SH
SOLE
69451
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
7866
31815
SH
SOLE
31815
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
3304
80830
SH
SOLE
80830
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
408
6682
SH
SOLE
6682
0
0
ISHARES US ETF TR
SHT MAT BD ETF
46431W507
3488
69292
SH
SOLE
69292
0
0
ISHARES US ETF TR
SHT MAT MUN ETF
46431W838
1254
25000
SH
SOLE
25000
0
0
JACOBS ENGR GROUP INC
COM
469814107
402
4395
SH
SOLE
4395
0
0
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
10722
741475
SH
SOLE
741475
0
0
MCDONALDS CORP
COM
580135101
2738
12752
SH
SOLE
12752
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
248
7950
SH
SOLE
7950
0
0
PRIMORIS SVCS CORP
COM
74164F103
520
26520
SH
SOLE
26520
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
15291
110110
SH
SOLE
110110
0
0
THE CHARLES SCHWAB CORPORATI
COM
808513105
282
6738
SH
SOLE
6738
0
0
VANECK VECTORS ETF TR
VIETNAM ETF
92189F817
1046
64110
SH
SOLE
64110
0
0
WISDOMTREE TR
FLOATNG RAT TREA
97717X628
1260
50300
SH
SOLE
50300
0
0