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Jackson Financial JXN Investment management and advisory fees

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Jackson FinancialJXN
$2B+0.6%
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Segments

By segment

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Retail Annuities$1.11B+1.5%
Closed Life and Annuity Blocks$103M-4.6%
Institutional Products$0

Other financials

Income statement

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Revenue$2.9B-22.6%
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

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Operating cash flow$1.0B-34.4%

Valuation

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Market cap$9.11B+41.1%
Enterprise value$6.25B+32.9%
P/S1.6×+0.4×

Profitability

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Net margin11.7%

Returns & leverage

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Return on equity5.5%
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept us-gaap:FeeIncome.

The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
Revenues
Fee income$1,998$1,986
Premiums2840
Net investment income:
Net investment income excluding funds withheld assets541528
Net investment income on funds withheld assets199227
Total net investment income740755
Net gains (losses) on derivatives and investments:

Item 1. Financial Statements

FAQ

What is Jackson Financial's investment management and advisory fees?
Jackson Financial (JXN) reported investment management and advisory fees of $2B in Q1 2026.
How has Jackson Financial's investment management and advisory fees changed year-over-year?
Jackson Financial's investment management and advisory fees increased by 0.6% year-over-year, from $1.99B to $2B.
What is the long-term trend for Jackson Financial's investment management and advisory fees?
Over 4 years (2021 to 2025), Jackson Financial's investment management and advisory fees has grown at a -0.2% compound annual growth rate (CAGR), from $8.06B to $7.98B.
What does investment management and advisory fees mean?
Revenue generated from managing assets and providing advisory services to clients. This reflects the company's ability to earn recurring income based on the volume of assets under management or administration.

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