Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Jackman is a financial advisor with D.a. Davidson & Co. in Newport Beach, CA. Gregg has been in the financial services industry since June 2019. Gregg holds the Series 7TO, SIE, Series 9, and Series 10 licenses and has passed the Uniform Combined State Law Examination. Prior to joining D.a. Davidson & Co., Gregg worked at J.P. Morgan Securities LLC and Crown Capital Securities, L.P. Gregg specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CA
09/25/2023 - Present
D.a. Davidson & Co. (NEWPORT BEACH CA)
CA
07/21/2022 - 09/07/2023
J.P. MORGAN SECURITIES LLC (Whittier CA)
CA
06/12/2019 - 08/15/2022
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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