Gregory J. Jackey
Professional summary
Gregory John Jackey, who also goes by Greg Jackey, is a registered financial advisor currently at AXION WEALTH ADVISORS located in San Diego, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gregory has worked at 14 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Jackey's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2023 - Present
AXION WEALTH ADVISORS
Office #1: 6265 Greenwich Drive Ste. 150, San Diego, CA 92122February 1, 2023 - December 21, 2023
INTEGRATED WEALTH CONCEPTS LLC
January 29, 2021 - March 31, 2023
LAUREL WEALTH ADVISORS, INC.
February 27, 2014 - December 31, 2020
LAUREL WEALTH ADVISORS, INC.
July 7, 2011 - February 21, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
July 1, 2011 - February 21, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
May 29, 2007 - July 19, 2011
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - July 19, 2011
CITIGROUP GLOBAL MARKETS INC.
September 14, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
January 10, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
April 21, 2003 - January 14, 2005
WELLS FARGO INVESTMENTS, LLC
April 21, 2003 - January 14, 2005
WELLS FARGO INVESTMENTS, LLC
August 6, 2002 - March 5, 2003
NEXCORE CAPITAL, INC.
January 17, 2001 - March 11, 2002
IFMG SECURITIES, INC.
October 8, 1998 - January 3, 2001
CAL FED INVESTMENTS
October 17, 1996 - November 14, 1998
GLENFED BROKERAGE SERVICES
May 30, 1992 - October 8, 1996
BA INVESTMENT SERVICES, INC.
January 2, 1991 - June 30, 1992
CAPITAL BROKERAGE CORPORATION
May 21, 1987 - November 29, 1990
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2023)
Exams
Series 8
Date: 9/14/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AXION WEALTH ADVISORS
CRD#: 325396 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 40,164,900 |
Red Flags
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