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Gail Susanne Hoffman-jackson

Brian LOW Financial Group, LLC

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About Gail Susanne Hoffman-jackson

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.

Firm Information

Gail Hoffman-jackson is currently registered with Brian LOW Financial Group, LLC. Brian LOW Financial Group, LLC is an investment advisor based in Baton Rouge, LA with 5 licensed agents and $149,487,835 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals.
Brian LOW Financial Group, LLC

4463 BLUEBONNET BOULEVARD

BATON ROUGE, LA 70809

$149.49M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gail Hoffman-jackson’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gail Susanne Hoffman-jackson.
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