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Gabriel Jackson

Primerica Advisors
8 Years of Experience
Lakewood, OH
2 DisclosuresBroker
View SEC Summary
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Gabriel Jackson is a registered investment advisor at Primerica Advisors, based in Lakewood, OH, with 8 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

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

Location

14900 Detroit Ave, Ste 205, Lakewood, OH, 44107

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2025
Final
Financial
September 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gabriel sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
January 2025 - Present · 1 yr 9 mos
PFS Investments INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - June 2024 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - June 2024 · 1 yr 5 mos
PNC InvestmentsBroker
January 2019 - April 2021 · 2 yrs 3 mos
PNC Investments
January 2019 - April 2021 · 2 yrs 3 mos
Prudential Financial Planning Services
November 2017 - July 2018 · 8 mos
Pruco Securities, LLC.Broker
August 2017 - July 2018 · 11 mos
W&s Brokerage Services, INC.Broker
November 2015 - August 2017 · 1 yr 9 mos
State Registrations1 state
OH
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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