Gregory Jackson
Gregory Jackson is a registered investment advisor at LPL Financial LLC, based in Castle Rock, CO, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Castle Rock, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Gregory has a DBA called Jackson Financial Management and Colorado Financial Partners LLC. He is also associated with Western Wealth Management, LLC as a Registered Investment Advisor, dedicating about a quarter of his time. Gregory also has a non-variable insurance business and is associated with American Independent Marketing (AIM) selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
LPL Financial LLC
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations34 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.