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Carl Wilfred Lopez Abreu

Jackson Investment Management, LLC

San Juan, PR

CRD 7153462

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Employer firm

Jackson Investment Management, LLC CRD 169736

Reported services (Item 5G)

  • SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Jackson Investment Management, Llc

San Juan, PR • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-07-29
  • PR RA
    APPROVED
    Since 2024-07-29

Branch Locations

San Juan, PR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson Investment Management, Llc San Juan PR 07/2019 Present
Ceg Soft Guaynabo PR 03/2016 05/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29
Other Names
  • Carl Wilfred Lopez
  • Carl W. Lopez

View on SEC IAPD

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