Talk to sales Try for Free
Greg Jackson

Greg Jackson

Financial Advisor

Followers of Greg Jackson105 followers
location of Greg JacksonHavertown, Pennsylvania, United States

Connect with Greg Jackson to Send Message

Connect

Connect with Greg Jackson to Send Message

Connect

  • Timeline

  • About me

    --Financial Advisor at Citizens Securities, Inc.

  • Education

    • LaSalle College

      -
      BA Economics

  • Experience

    • First Jersey SEcurities

      Jan 1983 - Apr 1984
      Financial Advisor

      Responsibilities included building and maintaining client base through prospecting and referrals.

    • Butcher & Singer

      Apr 1984 - Jan 1987
      Financial Advisor

      Responsibilities included building and maintaining client base through prospecting and referrals.

    • Legg Mason wood walker

      Jan 1987 - Jan 1989
      Financial Advisor

      Built and maintained client base through prospecting and referrals.

    • AG Edwards

      Jan 1989 - Jan 1991
      Financial Advisor

      Responsibilities included building and maintaining client base through prospecting and referrals.Grew book of business to $15MM

    • H&R BLOCK FINANCIAL

      Jan 1991 - Jan 2005
      Financial Advisor and Branch Manager

      Grew and maintained a financial book of business through referrals and cold calls. Managed brokerage office including hiring and training of financial consultants.Successfully built and managed a client base. Grew base from $10MM to $85MMTurned around brokerage office from unprofitable to profitable in 6 months

    • Wachovia Securities

      Jan 2005 - Jan 2008
      Vice President

      Sold investment products within the banking channel and created diversified portfolios for depositors.Increased branch book of investment business

    • LPL FINANCIAL CORPORATION/ Financial Resources Group/ TRUMARK FINANCIAL CREDIT UNION

      Jan 2008 - Aug 2014
      Financial Consultant

      TruMark Financial Credit UnionProvided financial services to TruMark members at multiple branchesSuccessfully trained the office staff (managers, Member Service Representatives, and tellers to recognize potential investor opportunitiesPresident’s Club member

    • Santander US

      Aug 2014 - Aug 2015
      Financial Advisor

    • M&T Bank

      Sept 2015 - Dec 2021
      Financial Advisor

    • Citizens Securities, Inc.

      Mar 2021 - now
      Financial Advisor

  • Licenses & Certifications

    • CFP, ChFC