Gregory Jackey, financial advisor San Diego CA

Gregory Jackey

CRD Number: 1670419
Current Firm: Axion Wealth Advisors

Gregory Jackey (CRD# 1670419) is an Investment Advisor Representative working at Axion Wealth Advisors in San Diego, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Axion Wealth Advisors San Diego, CA Aug 2023 - Current < 1
Integrated Wealth Concepts, LLC Waltham, MA Feb 2023 - Current 1
Laurel Wealth Advisors, Inc. Solana Beach, CA Feb 2014 - Mar 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Gregory J. Jackey
Phone Number: 760-473-9109
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $756,744
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA

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