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

Brian D. Jackson

Some features on this profile are disabled
CRD#: 5589822
BJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Dion Jackson was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2008. Brian had worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

January 13, 2017 - April 27, 2024

SPRINGBOK ADVISORS

RIA
CRD#: 170948
VALLEJO, CA
Past

April 30, 2014 - December 31, 2016

SPRINGBOK ADVISORS

RIA
CRD#: 170948
GRANADA HILLS, CA
Past

September 7, 2012 - September 30, 2013

NESTWISE LLC

RIA
CRD#: 164466
WOODLAND HILLS, CA
Past

February 8, 2012 - September 13, 2012

VERITAT ADVISORS

RIA
CRD#: 147947
BOSTON, MA
Past

May 5, 2010 - March 10, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATLANTA, GA
Past

May 4, 2010 - March 10, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATLANTA, GA
Past

June 1, 2009 - May 25, 2010

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

June 1, 2009 - May 25, 2010

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

December 17, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

November 18, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ATLANTA, GA

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
IAR
Series 66
Date: 12/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 6/28/2009
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SA
SPRINGBOK ADVISORS
C-CHANGEWORK | SPRINGBOK ADVISORS | JACKSON, BRIAN DION

CRD#: 170948 / SEC#:

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
Vallejo, CA
Mailing Address
1 Blackfield Drive #351, Tiburon, CA 94920
Phone number
(202) 430-0680
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 600,000

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


SPRINGBOK ADVISORS

CRD#: 170948

TRUST BUT VERIFY

Monitor Brian Jackson

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