Gregory Scott Jackson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Lpl Financial, Llc
  Castle Rock, CO
• 12/2015 → Present
  Western Wealth Management, Llc
  Castle Rock, CO

Previous Registrations

• 2015-12-07 → 2016-06-22
  Western Wealth Management Llc
  Castle Rock, CO
  Golden, CO
• 2000-08-25 → 2005-07-22
  Piper Sandler & Co.
  Denver, CO

Other Businesses

1. 7/28/2005 - DBA ONLY - JACKSON FINANCIAL MANAGEMENT - CASTLE ROCK, CO. 2. 7/28/2005 - NON-VARIABLE INSURANCE - INSURANCE - CASTLE ROCK, CO. 3. 4/3/2009 - DBA ONLY - COLORADO FINANCIAL PARTNERS LLC INDEPENDENT FINAN. - CASTLE ROCK, CO 4. 12/09/2015 * Western Wealth Management, LLC * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/24/2015 * 20 HRS/MO DURING SECS TRDG HRS. 5. 12/09/2015 * Western Wealth Management, LLC - DBA: Jackson Financial Management * Registered Investment Advisor DBA * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/24/2015 * 40 HRS/MO; 20 HRS/MO DURING SECS TRDG HRS. 6. 05/05/2025 - American Independent Marketing (AIM) - investment Related - Non-Variable Insurance - At reported business locations - Start Date:04/29/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1992-01-20

Other Names

• Greg Scott Jackson