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CJ

Cathy I. Jackson-gent

GLOBAL INVESTMENT COMPANY
Oakland, CA 94612
Some features on this profile are disabled
CRD#: 1547985
CJ

Professional summary

Cathy Irene Jackson-gent, who also goes by Cathy Irene Flournoy, Cathy Flournoy, Cathy Irene Jackson, Cathy Jackson, Cathy Jackson-gent, is a registered financial advisor currently at GLOBAL INVESTMENT COMPANY located in Oakland, California.

Cathy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Cathy has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cathy Irene Flournoy | Cathy Flournoy | Cathy Irene Jackson | Cathy Jackson | Cathy Jackson-Gent

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)WOMEN'S CHAMBER OF COMMERCE, 417 TURNER DR, BENICIA, CA 94510. BEGAN 7/99 AS MEMBER/FOUNDER OF NON-PROFIT. NOT INVEST RELATED. DEVOTES 2 HRS/MNTH 0/TRADE. 3)METROPOLITAN TRANSPORTATION COMMISSION, 101 8TH ST, OAKLAND, CA 94607. BEGAN 7/08 AS CHAIR/ADVISOR COUNSEL. NOT INVEST RELATED. DEVOTES 5 HRS/MNTH 1 HR/TRADE. 4)STATE OF CA SMALL BUS. ADVISORY COUNCIL, 800 CAPITAL MALL, SACRAMENTO, CA 94510. BEGAN 2/00 AS CHAIR/MEMBER. NOT INVEST RELATED. DEVOTES 15 HRS/YR 0/TRADE. 5)SISTA'S ON THE LINKS, 232 DRAKES BAY, PT.RICHMOND, CA 94510. BEGAN 11/08 AS VP OF NON-PROFIT. NOT INVEST RELATED. DEVOTES 2 HRS/MNTH 0/TRADE. 6)WESTSIDE COMMUNITY SERVICES, 1153 OAK ST., SF, CA 94117. BEGAN 01/30/2011 AS A BOARD OF DIRECTORS AND MEMBER HIS DUTY IF APPROVED, WOULD BE TO ACT IN A DECISION-MAKING CAPACITY REGARDING ORGANIZATION PROGRAMS. NOT INVESTMENT RELATED. DEVOTES 4HR/YR, 0/TRADE. 6) GLOBAL INVESTMENT COMPANY 417 TURNER DR, BENICIA, CA 94510 BEGAN 7/19/84 AS CEO. INVESTMENT RELATED. GLOBAL PROVIDES ON-GOING BUSINESS CONSULTING TO CLIENTS RANGING FROM INDIVIDUALS, TRANSPORTATION AGENCIES, CITIES, SMALL BUSINESS AND COMMUNITY COLLEGE DISTRICTS, TO MENTION A FEW. WE WORK WITH THE CLIENT TO DEVELOP STRATEGIES RELATED TO FINANCIAL CONTROLS. THIS TYPE OF STRATEGY MAY INCLUDE BOARD/COMMITTEE FACILITATION, FINANCIAL MANAGEMENT SYSTEMS, BENEFITS REVIEW, BUSINESS OUTREACH ACTIVITIES AND INFRASTRUCTURE DEVELOPMENT. OTHER SERVICES INCLUDE HEALTH AND LIFE INSURANCE SERVICES. DEVOTES 20 HRS/WK AND 2 HRS/WK DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cathy Irene Jackson-gent's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 12, 2016 - Present

GLOBAL INVESTMENT COMPANY

Office #1: 300 Frank H. Ogawa Plaza Suite 254, Oakland, CA 94612
RIA
CRD#: 281316
Oakland, CA
Past

January 4, 2010 - December 31, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
PLEASANT HILL, CA
Past

January 4, 2010 - December 31, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OAKLAND, CA
Past

January 8, 2009 - December 15, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
BENICIA, CA
Past

January 7, 2009 - December 15, 2009

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
BENICIA, CA
Past

April 16, 2004 - December 31, 2008

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BENICIA, CA
Past

March 22, 2004 - December 31, 2008

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BENICIA, CA
Past

May 7, 1999 - December 31, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
OAKLAND, CA
Past

January 4, 1999 - December 31, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 29, 1998 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

October 3, 1995 - January 30, 1998

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

July 14, 1993 - December 21, 1993

ROBERT VAN SECURITIES, INC.

BD
CRD#: 29581
OAKLAND, CA
Past

January 11, 1993 - May 13, 1993

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

January 3, 1992 - June 19, 1992

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 23, 1989 - August 20, 1991

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

September 22, 1987 - March 20, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

July 21, 1987 - January 22, 1988

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/3/2024)
IAR
California
(12/12/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/28/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1987
General Securities Representative Examination

Current Firm

GI
GLOBAL INVESTMENT COMPANY
GLOBAL INVESTMENT COMPANY | JACKSON-GENT, CATHY, IRENE

CRD#: 281316 / SEC#:

Arizona
Registered Investment Advisory firm - (7/25/2023 Approved)
California
Registered Investment Advisory firm - (12/12/2016 Approved)
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Contact information

Main Address
300 Frank H. Ogawa Plaza Suite 254, Oakland, CA 94612
Mailing Address
Phone number
(510) 835-8300
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts88
AUM (Assets Under Management)$ 15,167,517

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GLOBAL INVESTMENT COMPANY

CRD#: 281316Oakland, CA 94612

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