Gail S. Hoffman-jackson

BRIAN LOW FINANCIAL GROUP

Baton Rouge, LA 70809

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CRD#: 1754963

Professional summary

Gail Susanne Hoffman-jackson, CFP®, who also goes by Gail S. Hoffman, Gail Susanne Hoffman, Gail Susanne Hoffman Jackson, Gail S Hoffman-jackson, Gail Hoffman-jackson, is a registered financial advisor currently at BRIAN LOW FINANCIAL GROUP, LLC located in Baton Rouge, Louisiana.

Gail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gail has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gail S. Hoffman | Gail Susanne Hoffman | Gail Susanne Hoffman Jackson | Gail S Hoffman-Jackson | Gail Hoffman-Jackson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gail Susanne Hoffman-jackson's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

November 16, 2023 - Present

BRIAN LOW FINANCIAL GROUP, LLC

Office #1: 4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809

RIA

CRD#: 306346

Baton Rouge, LA

Past

October 22, 2015 - July 24, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Baton Rouge, LA

Past

October 22, 2015 - July 24, 2023

MORGAN STANLEY

CRD#: 149777

Baton Rouge, LA

Past

December 23, 2014 - August 18, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

BATON ROUGE, LA

Past

December 17, 2014 - August 18, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BATON ROUGE, LA

Past

April 19, 2011 - October 16, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

HOUSTON, TX

Past

April 19, 2011 - October 16, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

HOUSTON, TX

Past

December 24, 2009 - April 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

December 24, 2009 - April 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

October 13, 2009 - November 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THE WOODLANDS, TX

Past

September 15, 2009 - November 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

THE WOODLANDS, TX

Past

March 16, 2005 - September 24, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOUSTON, TX

Past

June 13, 2003 - May 10, 2004

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PENSACOLA, FL

Past

May 27, 2003 - May 10, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 27, 2003 - May 10, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

September 23, 1992 - January 4, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

January 6, 1989 - September 29, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 9, 1988 - December 31, 1988

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

Past

December 22, 1987 - February 18, 1988

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIAN LOW FINANCIAL GROUP, LLC

CRD#: 306346 / SEC#: 801-126895

RIA

Registered Investment Advisory firm - (11/17/2022 Approved)

Louisiana

Registered Investment Advisory firm - (11/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Louisiana
(11/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/10/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Current Firm

BRIAN LOW FINANCIAL GROUP, LLC

CRD#: 306346 / SEC#: 801-126895

RIA

Registered Investment Advisory firm - (11/17/2022 Approved)

Louisiana

Registered Investment Advisory firm - (11/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2022 Terminated)

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Contact information

Main Address

4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809

Mailing Address

Phone number

(225) 292-4225

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE 2024 (3/21/2025)

WRAP FEE PROGRAM BROCHURE 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	809
AUM (Assets Under Management)	$ 184,209,925

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gail S. Hoffman-jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gail Susanne Hoffman-jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

BRIAN LOW FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2009

Series 63

Date: 7/10/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Current Firm

BRIAN LOW FINANCIAL GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIAN LOW FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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