0001730475-19-000003.txt : 20190731
0001730475-19-000003.hdr.sgml : 20190731
20190731135945
ACCESSION NUMBER: 0001730475-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190731
DATE AS OF CHANGE: 20190731
EFFECTIVENESS DATE: 20190731
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: 19988289
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
06-30-2019
06-30-2019
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
07-31-2019
0
35
153520
false
INFORMATION TABLE
2
jfm2q19.xml
APPLE INC
COM
037833100
3549
17931
SH
SOLE
17931
0
0
ARK ETF TR
GENOMIC REV ETF
00214Q302
1327
38495
SH
SOLE
38495
0
0
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
3404
85586
SH
SOLE
85586
0
0
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
5968
149436
SH
SOLE
149436
0
0
EXXON MOBIL CORP
COM
30231G102
418
5450
SH
SOLE
5450
0
0
FACEBOOK INC
CL A
30303M102
394
2043
SH
SOLE
2043
0
0
HOLOGIC INC
COM
436440101
1424
29645
SH
SOLE
29645
0
0
INVESCO ACTIVELY MANAGD ETF
ULTRA SHRT DUR
46090A887
5940
117932
SH
SOLE
117932
0
0
INVESCO EXCH TRD SLF IDX FD
DEFENSIVE EQTY
46138J775
19133
361825
SH
SOLE
361825
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
8878
417595
SH
SOLE
417595
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
46137V373
6561
49030
SH
SOLE
49030
0
0
INVESCO EXCHANGE TRADED FD T
DYNMC SOFTWARE
46137V639
4008
41819
SH
SOLE
41819
0
0
INVESCO EXCHANGE TRADED FD T
DYNMC SEMICNDT
46137V647
3790
69765
SH
SOLE
69765
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
558
5175
SH
SOLE
5175
0
0
INVESCO EXCHNG TRADED FD TR
S&P MIDCP LOW
46138E198
11039
215307
SH
SOLE
215307
0
0
INVESCO EXCHNG TRADED FD TR
CEF INM COMPSI
46138E404
6910
305330
SH
SOLE
305330
0
0
INVESCO EXCHNG TRADED FD TR
VAR RATE PFD
46138G870
406
16283
SH
SOLE
16283
0
0
ISHARES TR
US HLTHCR PR ETF
464288828
11632
67871
SH
SOLE
67871
0
0
ISHARES TR
US AER DEF ETF
464288760
9212
43004
SH
SOLE
43004
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
3448
80355
SH
SOLE
80355
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
1247
5180
SH
SOLE
5180
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
412
6682
SH
SOLE
6682
0
0
ISHARES US ETF TR
SHT MAT BD ETF
46431W507
5488
109034
SH
SOLE
109034
0
0
JACOBS ENGR GROUP INC
COM
469814107
371
4395
SH
SOLE
4395
0
0
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
10481
684565
SH
SOLE
684565
0
0
MCDONALDS CORP
COM
580135101
2648
12752
SH
SOLE
12752
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
245
7950
SH
SOLE
7950
0
0
PRIMORIS SVCS CORP
COM
74164F103
555
26520
SH
SOLE
26520
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1979
71700
SH
SOLE
71700
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
10526
79025
SH
SOLE
79025
0
0
THE CHARLES SCHWAB CORPORATI
COM
808513105
271
6738
SH
SOLE
6738
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
202
1549
SH
SOLE
1549
0
0
VANECK VECTORS ETF TR
VIETNAM ETF
92189F817
1043
65115
SH
SOLE
65115
0
0
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
4589
94231
SH
SOLE
94231
0
0
WORLD GOLD TR
SPDR LNG DLR GLD
98149E105
5464
38946
SH
SOLE
38946
0
0