Cathy Jackson-Gent
Cathy Jackson-Gent is a registered investment advisor at Global Investment Company, based in Oakland, CA, with 35 years of industry experience. Cathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 88 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000. At their discretion, Global Investment Company may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
300 Frank H. Ogawa Plaza, Suite 254, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cathy is an independent insurance agent and CEO of Global Investment Company, which provides business consulting and insurance services. She also dedicates time to several non-profit and advisory roles, including the Women's Chamber of Commerce and the State of CA Small Bus. Advisory Council.
Employment History
Current Registrations
Global Investment Company
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Interfirst Capital CorporationBroker
Robert Van Securities, INC.Broker
Calvert Securities CorporationBroker
Financial Network Investment CorporationBroker
Robert Thomas Securities, INCBroker
American Express Financial Advisors INC.Broker
New England Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.