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GJ

Greggory P. Jackman

ARKADIOS CAPITAL
Orange, CA 92868
Some features on this profile are disabled
CRD#: 6743788
GJ

Professional summary

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

Greggory is registered as a 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.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Greggory Pierce 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 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

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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)

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

AC
ARKADIOS CAPITAL
ARKADIOS CAPITAL | MSY SECURITIES, LLC | ARKADIOS CAPITAL, LLC

CRD#: 282710 / SEC#: , 8-69729

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Phone number
(404) 445-0035
Established
Georgia since 11/23/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARKADIOS HOLDINGS, INC.OWNER
HARRISON, JOHN DORWARDEXECUTIVE DIRECTOR2361768
MCCOMB, MAX MICHAELEXECUTIVE DIRECTOR1347500
MILLER, NATALIE LANEFINOP, POO, PFO5627988
MILLICAN, DAVID YANCEY IVCEO2788060
SCHWARTZ, GARY STEVENCHIEF COMPLIANCE OFFICER2691699

Disclosures

Regulatory Event1

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

ARKADIOS CAPITAL

CRD#: 282710Orange, CA 92868

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