Jackson Steuber
Foundry Financial · Pasadena, California
Jackson Steuber is a fee-only financial advisor at Foundry Financial in Pasadena, California. Foundry Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Foundry Financial |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8332163 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
How Jackson's firm compares
- Foundry Financial's average account is about $372,000, from its Form ADV (assets managed divided by 626 accounts).
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Questions about Jackson
Is Jackson Steuber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Foundry Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jackson Steuber based?
Jackson Steuber is based in Pasadena, California.
Is Jackson Steuber registered with the SEC?
Yes. Jackson Steuber is registered as an investment adviser representative in CA (CRD 8332163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundry Financial manage?
Foundry Financial reports $232.6M across 626 accounts in assets under management.
How do I contact Jackson Steuber?
Through Jackson's website, retirementplanning.mykajabi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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