AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JG

Jackie G. Gross

Some features on this profile are disabled
CRD#: 2128771
JG

Professional summary


Jackie Glynn Gross SR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jackie is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Jackie had worked at 9 firms, which includes MORGAN SPAULDING INC., ATLANTIC PACIFIC FINANCIAL INC., SANFORD ROBERTS INC., WORTHINGTON & DUNN SECURITIES INC., MACARTHUR STRATEGIES INC., MAXXEL SECURITIES INC., OMNI SECURITIES INC., FRANCIS ANTHONY SECURITIES INC., TRADEPORTAL SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Gross Sr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 2, 1998 - December 3, 2003

MORGAN SPAULDING, INC.

BD
CRD#: 44604
DALLAS, TX
Past

September 29, 1997 - February 24, 1998

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

June 7, 1995 - July 9, 1997

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

September 8, 1994 - April 21, 1995

SANFORD ROBERTS, INC.

BD
CRD#: 36659
MIAMI, FL
Past

December 21, 1993 - May 3, 1994

WORTHINGTON & DUNN SECURITIES INC.

BD
CRD#: 23062
DALLAS, TX
Past

May 12, 1993 - August 9, 1993

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

December 9, 1991 - April 23, 1993

MAXXEL SECURITIES, INC.

BD
CRD#: 26535
Past

September 17, 1991 - September 18, 1991

OMNI SECURITIES, INC.

BD
CRD#: 21310
Past

September 13, 1991 - December 2, 1991

FRANCIS ANTHONY SECURITIES, INC.

BD
CRD#: 27336
DALLAS, TX
Past

March 16, 1991 - May 20, 1991

TRADEPORTAL SECURITIES, INC.

BD
CRD#: 25001
ALISO VIEJO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
MORGAN SPAULDING, INC.
AXTEL FINANCIAL SERVICES, INC. | MORGAN SPAULDING, INC.

CRD#: 44604 / SEC#: , 8-50751

BD
Terminated by SEC on 02/01/2004
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 01/02/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GROSS, JACKIE GLYNNPRESIDENT2128771
PAGE, BRANDON EDWARDCFO2710407

Disclosures


Regulatory Event1
Civil Event1

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


MORGAN SPAULDING, INC.

CRD#: 44604

TRUST BUT VERIFY

Monitor Jackie Gross

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics