This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Eric Jackson, Jackson Insurance & Financial Associates LLC, or its subsidiaries or affiliates (collectively, "JIFA"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Jackson Insurance & Financial Associates LLC makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. JIFA makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. JIFA will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2026~~ - Asset-Map(r) Holdings, Inc. Securities are not offered through Registered Representatives of Jackson Insurance & Financial Associates LLC., a Broker/Dealer, Member FINRA/SIPC. Advisory services are not currently offered through Jackson Insurance & Financial Associates LLC., a Registered Investment Advisor. Jackson Insurance & Financial Associates LLC and JIFA are not affiliated.