Skip to content

Brian Jeffrey Jackson

Investment adviser representative at Vectis Capital
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$125.9MFirm assets

Are you Brian Jeffrey Jackson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Vectis CapitalJun 2026 to now
  2. Mcm WealthDec 2022 to Jun 2026
  3. Quontic BankJul 2022 to Nov 2022
  4. UnemployedApr 2022 to Jul 2022
  5. Robinhood Financial, LLCJan 2020 to Apr 2022
  6. JPMorgan Chase Bank NAMay 2018 to Jan 2020
  7. JPMorgan Securities LLCMay 2018 to Jan 2020
  8. The Vanguard Group, Inc.Sep 2017 to Apr 2018
  9. UnemployedJun 2017 to Aug 2017
  10. Vail Resorts Management CompanyAug 2016 to Apr 2017
  11. University of Colorado - BoulderAug 2012 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 3 states (CA, CO, TX).

Vectis Capital

Legal name: Vectis Capital LLC

$125.9MAssets managed
26Clients
4Advisers
Under 1 yearIn 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
6561639
Firm CRD
342378
Advisor's SEC record (opens in a new tab)
CallContact this firm