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

Gregory D. Jardine

JARDINE FINANCIAL GROUP
RICHARDSON, TX 75080
Some features on this profile are disabled
CRD#: 4157027
GJ

Professional summary


Gregory David Jardine is a registered financial advisor currently at JARDINE FINANCIAL GROUP located in Richardson, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Gregory David Jardine'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

June 10, 2015 - Present

JARDINE FINANCIAL GROUP

Office #1: 2435 N Central Expy 12th Floor, Richardson, TX 75080
RIA
CRD#: 175449
RICHARDSON, TX
Past

March 23, 2015 - April 28, 2015

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
ADDISON, TX
Past

March 23, 2015 - April 10, 2015

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

July 26, 2005 - March 2, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DALLAS, TX
Past

May 9, 2001 - February 24, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DALLAS, TX

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
(1/11/2021)
IAR
Texas
(6/10/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JF
JARDINE FINANCIAL GROUP
JARDINE FINANCIAL GROUP | JARDINE FINANCIAL GROUP, LLC

CRD#: 175449 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/11/2021 Approved)
Texas
Registered Investment Advisory firm - (6/10/2015 Approved)
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
2435 N Central Expy 12th Floor, Richardson, TX 75080
Mailing Address
Phone number
(972) 764-4333
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts94
AUM (Assets Under Management)$ 69,649,210

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


JARDINE FINANCIAL GROUP

CRD#: 175449Richardson, TX 75080

TRUST BUT VERIFY

Monitor Gregory Jardine

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

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
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