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Michele L Haguewood

Jackson & Associates, Inc.

Albuquerque, NM

CRD 6914121

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Employer firm

Jackson & Associates, Inc. CRD 315102

$101M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jackson & Associates, Inc.

8300 Carmel Ave. Ne Suite 202, Albuquerque, NM 87122 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-05-27
  • NM RA
    APPROVED
    Since 2025-05-27

Branch Locations

8300 Carmel Ave. Ne Suite 202, Albuquerque, NM 87122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Albuquerque NM 08/2008 01/2018
Jackson & Associates, Inc. Albuquerque NM 01/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
Other Names
  • Michele L Knowles

View on SEC IAPD

Nearby Firms

AAN WEALTH ADVISORS LLC
DXD CAPITAL
ALLWORTH FINANCIAL, L.P.

Nearby Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON

Nearby Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM

More in Albuquerque, NM

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