Gregory Scott Jackson
Investment adviser representative at Cooper Mcmanus
33 yearsExperience
1 stateRegistered in
$2.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Cooper McmanusJun 2026 to now
- Cambridge Investment Research, Inc.Jun 2026 to now
- Lasalle St. Investment Advisors, LLCMar 2023 to Jun 2026
- Lasalle St. Securities, LLCMar 2023 to Jun 2026
- Securities America AdvisorsAug 2022 to Mar 2023
- Securities America, Inc.Aug 2022 to Mar 2023
- PrimericaAug 1993 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2617118
- Firm CRD
- 111458