Gregory JacksonCRD 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.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, TN, TX, VA, WV
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