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BJ
CFP
BJ
CFP

Brent Jackson

G. A. Repple & Company
13 Years of Experience
Beavercreek, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brent Jackson is a CFP-designated registered investment advisor at G. A. Repple & Company, based in Beavercreek, OH, with 13 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.

G. A. Repple & Company
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,207 clients
Average Client Portfolio
$223K average
Assets Under Management
$716.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.

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

Location

3183A Beaver Vu Drive, Beavercreek, OH, 45434

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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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Other Business ActivitiesSells Insurance

Brent is the owner and an insurance agent at Harvest Financial, selling insurance and Medicare health plans since 2022. This takes about 10-20% of his time, with slightly less time dedicated during trading periods.

Employment History
Current Registrations
G. A. Repple & Company
July 2014 - Present · 12 yrs 3 mos
G. A. Repple & Company
July 2014 - Present · 12 yrs 3 mos
G. A. Repple & CompanyBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - May 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - May 2014 · 1 yr 4 mos
State Registrations11 states
ARFLINMIMNNCNENJOHTXVA
AdvisorBrokerBoth

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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