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CFP
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CFP

Gail Hoffman-Jackson

Brian Low Financial Group, LLC
32 Years of Experience
Baton Rouge, LA
View SEC Summary
View SEC Summary

Gail Hoffman-Jackson is a CFP-designated registered investment advisor at Brian Low Financial Group, LLC, based in Baton Rouge, LA, with 32 years of industry experience. Gail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 874 clients with $240M in assets under management.

Brian Low Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
874 clients
Average Client Portfolio
$274K average
Assets Under Management
$239.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3M+0.75%

Fees are negotiable. Related family accounts may be combined for householding purposes to determine the fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brian Low Financial Group, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
October 2015 - July 2023 · 7 yrs 9 mos
Morgan Stanley
October 2015 - July 2023 · 7 yrs 9 mos
J.P. Morgan Securities LLCBroker
December 2014 - August 2015 · 8 mos
J.P. Morgan Securities LLC
December 2014 - August 2015 · 8 mos
Raymond James & Associates, INC.Broker
April 2011 - October 2013 · 2 yrs 6 mos
Raymond James & Associates, INC.
April 2011 - October 2013 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - April 2011 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - April 2011 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - November 2009 · 2 mos
Raymond James Financial Services, INC.Broker
March 2005 - September 2007 · 2 yrs 6 mos
Metlife Securities INC.
June 2003 - May 2004 · 11 mos
Metlife Securities INC.Broker
May 2003 - May 2004 · 1 yr
Metropolitan Life Insurance CompanyBroker
May 2003 - May 2004 · 1 yr
A. G. Edwards & Sons, INC.Broker
September 1992 - January 2002 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1989 - September 1992 · 3 yrs 8 mos
American General Securities IncorporatedBroker
August 1988 - December 1988 · 4 mos
The Stuart-James Company, INC.Broker
December 1987 - February 1988 · 2 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.
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