Gregory Jackey
Gregory Jackey is a registered investment advisor at Axion Wealth Advisors, based in San Diego, CA, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 87 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Location
6265 Greenwich Drive, Ste. 150, San Diego, CA, 92122
Get directionsHistory
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
Gregory is an investment advisor representative (IAR) for Integrated Wealth Concepts, LLC, operating under the DBA Jackey Robinson Group, dedicating full-time hours to this role. Gregory is also an independent licensed insurance agent.
Employment History
Current Registrations
Axion Wealth Advisors
Previous Registrations
Integrated Wealth Concepts LLC
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Ameriprise Financial Services, INC.
Citigroup Global Markets INC.
Citicorp Investment Services
Wells Fargo Investments, LLC
State Registrations1 state
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.