Unclaimed
Gail Hoffman-jackson is an Investment Advisor Representative at Brian Low Financial Group, LLC. Gail is a CERTIFIED FINANCIAL PLANNER™ professional. Gail has been working as an advisor for over 30 years. Gail specializes in retirement planning, college savings, and estate planning. Gail is licensed to provide investment advice in Louisiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
11/16/2023 - Present
Brian LOW Financial Group, LLC (BATON ROUGE LA)
LA
10/22/2015 - 07/24/2023
MORGAN STANLEY (Baton Rouge LA)
LA
12/23/2014 - 08/18/2015
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
TX
04/19/2011 - 10/16/2013
RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)
TX
12/24/2009 - 04/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
09/15/2009 - 11/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
TX
03/16/2005 - 09/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
MA
05/27/2003 - 05/10/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/27/2003 - 05/10/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
09/23/1992 - 01/04/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/06/1989 - 09/29/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/09/1988 - 12/31/1988
AMERICAN GENERAL SECURITIES INCORPORATED
NA
12/22/1987 - 02/18/1988
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 10/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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