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GJ

Greggory Jackman

SECURA FINANCIAL
ORANGE, CA 92868-2944
Some features on this profile are disabled
CRD#: 6743788
GJ
Greggory JackmanSECURA FINANCIAL

Professional summary

Greggory Jackman, who also goes by Greggory Pierce Jackman, Gregg P Jackman, Gregg Jackman, Gregory P Jackman, is a registered financial advisor currently at SECURA FINANCIAL located in Orange, California and ARKADIOS CAPITAL located in Orange, California.

Greggory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Greggory has worked at 6 firms and has passed the Series 66, Series 7TO, SIE, Series 9 and Series 10 exams.

Aliases

Greggory Pierce Jackman | Gregg P Jackman | Gregg Jackman | Gregory P Jackman

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.
1. Arkadios Wealth Advisors, Investment related, 333 CITY BLVD WEST SUITE 2050, ORANGE, CA, USA, 92868 Started 7/2025, registered assistant. 2. Licensed Insurance Agent, Investment Related, 333 City Blvd W, Orange, CA, 92868, United States, Licensed agent, Life, health, disability insurance analysis and sales, Licensed Agents, 7/28/2025, 3 hours per month, 0 hours per month during trading hours, Commission Compensation, Licensed Agent for insurance products, not actively selling any products at the moment. Processing account applications and maintenance for clients."

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greggory Jackman'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®
None

Experience

Current

July 22, 2026 - Present

SECURA FINANCIAL

Office #1: 333 City Boulevard West, Suite 2050, Orange, CA 92868-2944
RIA
CRD#: 137324
ORANGE, CA
Current

July 28, 2025 - Present

ARKADIOS CAPITAL

Office #1: 333 City Blvd West Suite 2050, Orange, CA 92868
BD
CRD#: 282710
ORANGE, CA
Past

July 28, 2025 - January 15, 2026

ARKADIOS WEALTH ADVISORS

RIA
CRD#: 288863
ORANGE, CA
Past

September 25, 2023 - June 10, 2025

D.A. DAVIDSON & CO.

RIA
CRD#: 199
NEWPORT BEACH, CA
Past

September 25, 2023 - June 10, 2025

D.A. DAVIDSON & CO.

BD
CRD#: 199
NEWPORT BEACH, CA
Past

July 21, 2022 - September 7, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Whittier, CA
Past

July 21, 2022 - September 7, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Whittier, CA
Past

August 13, 2019 - October 28, 2022

SECURA FINANCIAL

RIA
CRD#: 137324
ORANGE, CA
Past

June 12, 2019 - August 15, 2022

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
ORANGE, CA

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".
SF
SECURA FINANCIAL
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC

CRD#: 137324 / SEC#: 801-113072

RIA
Registered Investment Advisory firm - (4/25/2018 Approved)
Alaska
Registered Investment Advisory firm - (5/24/2018 Terminated)
California
Registered Investment Advisory firm - (6/20/2018 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/28/2025)
IAR
California
(7/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/19/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/8/2023
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SECURA FINANCIAL
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC

CRD#: 137324 / SEC#: 801-113072

RIA
Registered Investment Advisory firm - (4/25/2018 Approved)
Alaska
Registered Investment Advisory firm - (5/24/2018 Terminated)
California
Registered Investment Advisory firm - (6/20/2018 Terminated)
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Contact information

Main Address
333 City Boulevard West, Suite 2050, Orange, CA 92868-2944
Mailing Address
Phone number
(714) 704-6616
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE SEC (4/30/2025)
ADV2A AND 2B SEC (4/30/2025)

Regulatory assets under management

Total Number of Accounts1,141
AUM (Assets Under Management)$ 261,784,000

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

SECURA FINANCIAL

CRD#: 137324Orange, CA 92868-2944

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