Greggory Jackman
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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greggory Pierce Jackman, Gregg P Jackman, Gregg Jackman, Gregory P Jackman
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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 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
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC
Contact Information
Main Address
333 City Boulevard West, Suite 2050, Orange, CA 92868-2944Phone Number
(714) 704-6616# of Employees
9SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,242AUM (Assets Under Management)
$319,926,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC
State Registrations and Notice Filings
(7/28/2025)
(7/22/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2023About the Series 10 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Greggory Jackman's CRS (Customer Relationship Summary).
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