Gregory Jackson, financial advisor Wilmington DE
86 score

Gregory Jackson

CRD Number: 1175038
Current Firm: M&t Securities, Inc.

Gregory Jackson (CRD# 1175038) is an Investment Advisor Representative working at M&t Securities, Inc. in Wilmington, DE and has over 34 years of experience in the finance industry. Gregory Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
M&t Securities Inc. Ridley Park, PA Aug 2015 - Current 2
Santander Securities LLC Guaynabo, PR Sep 2014 - Current 3
Santander Bank Na Media, PA Aug 2014 - Current 3
Cuso Financial Services, LP San Diego, CA Nov 2011 - Aug 2014 2
Trumark Financial Credit Union Philadelphia, PA Oct 2011 - Aug 2014 2
Lpl Financial Wayne, PA Apr 2008 - Nov 2011 3
Wachovia Securities, LLC Philadelphia, PA Apr 2005 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Mar 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory J. Jackson
Phone Number: 716-651-4783
Firm Website:
Registered State(s):
  • DE
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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