BJ
CFP
BJ
CFP

Brian Jackson

5 Years of Experience
Lakewood, CO
1 Disclosure

Brian Jackson is a CFP-designated registered investment advisor at Vectis Capital, based in Lakewood, CO, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
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Location

Lakewood, CO

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History

Regulatory History (1)
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Criminal
December 2013
Final Disposition
Employment History
Current Registrations
Vectis Capital
June 2026 - Present · 4 mos
Mcm Wealth
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Robinhood Financial, LLCBroker
January 2020 - May 2022 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
July 2018 - January 2020 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
October 2017 - April 2018 · 6 mos
State Registrations3 states
CACOTX
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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