Gregory John Jackey

Current Employers

Employment History

• 02/2014 → 03/2023
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA
• 08/2023 → Present
  Axion Wealth Advisors
  San Diego, CA

Previous Registrations

• 2023-02-01 → 2023-12-21
  Integrated Wealth Concepts Llc
  Rancho Santa Fe, CA
  Carlsbad, CA
  Solana Beach, CA
• 2021-01-29 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Carlsbad, CA
• 2014-02-27 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Carlsbad, CA
• 2011-07-07 → 2014-02-21
  Ameriprise Financial Services, Llc
  San Diego, CA
• 2007-05-29 → 2011-07-19
  Citigroup Global Markets Inc.
  Solana Beach, CA
  Fountain Valley, CA
  San Francisco, CA
  San Diego, CA
  San Francisco, CA
  San Diego, CA
  San Diego, CA
  San Ysidro, CA
  San Diego, CA
• 2005-09-14 → 2007-05-29
  Citicorp Investment Services
  San Diego, CA
  San Diego, CA
  San Ysidro, CA
  San Diego, CA
• 2003-04-21 → 2005-01-14
  Wells Fargo Investments, Llc
  Carlsbad, CA

Other Businesses

1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: JACKEY ROBINSON GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. independent licensed insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-12
• S63 Uniform Securities Agent State Law Examination
  1987-05-27

Other Names

• Greg Jackey