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BJ

Brian Jeffrey Jackson

VECTIS CAPITAL
AUSTIN, TX
·CRD# 6561639·9 years experience

Professional Summary

Brian Jeffrey Jackson, who also goes by Brian Jackson, is a registered financial advisor currently at VECTIS CAPITAL located in Austin, Texas. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian Jackson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

VECTIS CAPITAL·CRD# 342378
RIA
Austin, TX
June 16, 2026 - Present
MCM WEALTH·CRD# 136075
RIA
Lakewood, CO
September 4, 2025 - October 9, 2026
ROBINHOOD FINANCIAL, LLC·CRD# 165998
BD
Denver, CO
January 28, 2020 - May 25, 2022
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Scottsdale, AZ
July 2, 2018 - January 2, 2020
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Scottsdale, AZ
October 30, 2017 - April 30, 2018

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Current Firm

VC
VECTIS CAPITAL

VECTIS | VECTIS CAPITAL LLC | VECTIS CAPITAL

CRD#: 342378 / SEC#: 801-136413
RIA
Registered Investment Advisory firm - SEC (6/8/2026 120-Day Approval)

Contact Information

Main Address

Austin, TX

Mailing Address

3723 Greenville Ave Ste 80164, Dallas, TX 75206

Phone Number

(972) 777-1319

# of Employees

6

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM BROCHURE (10/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

160

AUM (Assets Under Management)

$125,945,882

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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.

Brian Jackson is dually registered as an Investment Adviser Representative with Vectis Capital. Mr. Jackson spends 80 hours per month on this activity.

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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.
IAR
California
(6/17/2026)
IAR
Colorado
(6/16/2026)
IAR
Texas
(6/17/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2017About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jul 2021About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2021About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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