Gregory Jackson (CRD# 6968745) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Lafayette, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
American United Life | Louisville, CO | Jun 2021 - Current | 2 |
Oneamerica Securities | Louisville, CO | Jun 2021 - Current | 2 |
The O.n. Equity Sales Company | Cincinnati, OH | Feb 2020 - Jun 2021 | 1 |
Ohio National Financial Services | Cincinnati, OH | Nov 2019 - Jun 2021 | 1 |
New York Life Insurance Company | Broomfield, CO | Oct 2019 - Nov 2019 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2019 - Sep 2019 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2018 - Sep 2019 | 1 |
Northwestern Mutual Investment Services LLC | Boulder, CO | Jul 2018 - Sep 2019 | 1 |
Unemployed | Broomfield, CO | Oct 2017 - Jun 2018 | < 1 |
Athlinks | Louisville, CO | Dec 2015 - Sep 2017 | 1 |
Unemployed | Broomfield, CO | Aug 2015 - Nov 2015 | < 1 |
Workbright | Boulder, CO | Apr 2015 - Jul 2015 | < 1 |
Engineered Data Products | Broomfield, CO | Nov 2014 - Apr 2015 | < 1 |
Unemployed | Broomfield, CO | Oct 2014 - Oct 2014 | < 1 |
The Active Network Now Lanyon | Broomfield, CO | Jun 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2018 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CO
- GA
- NE
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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