Gregg Jackman
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Gregg Jackman Email & Phone Number

Wealth Manager at Secura Financial Planning & Wealth Management
Location: Placentia, California, United States 9 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Secura Financial Planning & Wealth Management
Role
Wealth Manager
Location
Placentia, California, United States
Company size
976 employees

Who is Gregg Jackman? Overview

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Quick answer

Gregg Jackman is listed as Wealth Manager at Secura Financial Planning & Wealth Management, a with 976 employees, based in Placentia, California, United States. AeroLeads shows a matched LinkedIn profile for Gregg Jackman.

Gregg Jackman previously worked as Operations Manager at D.A. Davidson Companies and Private Client Advisor at Jpmorgan Chase Bank Na. Gregg Jackman holds Business, Finance, Economics from University Of Nevada, Reno.

Company email context

Email format at Secura Financial Planning & Wealth Management

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Secura Financial Planning & Wealth Management

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Profile bio

About Gregg Jackman

Gregg Jackman is a Wealth Manager at Secura Financial Planning & Wealth Management. He possess expertise in microsoft office, portfolio management, financial reporting, data analysis, health insurance and 3 more skills.

Listed skills include Microsoft Office, Portfolio Management, Financial Reporting, Data Analysis, and 4 others.

Current workplace

Gregg Jackman's current company

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Secura Financial Planning & Wealth Management
Secura Financial Planning & Wealth Management
Wealth Manager
Placentia, CA, US
Website
davidsoncompanies.com
Employees
976
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Company profile
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9 roles

Gregg Jackman work experience

A career timeline built from the work history available for this profile.

Private Client Advisor

Jpmorgan Chase Bank Na

La Habra Heights, California, United States

Jul 2022 - Sep 2023

Financial Advisor

Secura Financial Planning And Wealth Management

Orange County, California Area

Feb 2019 - Jul 2022

Financial Services Intern

Barth Financial Advisors, Llc

Orange County, California Area

May 2018 - Aug 2018

Portfolio Analyst

Barth Financial Advisors, Llc

Orange, California

Dec 2017 - Jan 2018

Administrative Assistant

Barth Financial Advisors, Llc

Orange, California

Dec 2016 - Jan 2017

Financial Assistant

Barth Financial Advisors, Llc
May 2016 - Aug 2016

Intern

Barth Financial Advisors, Llc
May 2014 - Aug 2014
Team & coworkers

Colleagues at Secura Financial Planning & Wealth Management

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

CK Carol Kommers Carol Kommers Colleague at Secura Financial Planning & Wealth ManagementGreat Falls, Montana, United States View → LD Lydia Dupont Lydia Dupont Colleague at Secura Financial Planning & Wealth ManagementLos Angeles Metropolitan Area, United States View → SC Sarah Cardenas Sarah Cardenas Colleague at Secura Financial Planning & Wealth ManagementSeattle, Washington, United States View → CB Craig Brenton Craig Brenton Colleague at Secura Financial Planning & Wealth ManagementBattle Ground, Washington, United States View → BF Bobbie F. Bobbie F. Colleague at Secura Financial Planning & Wealth ManagementLees Summit, Missouri, United States View → MG Monte Giese Monte Giese Colleague at Secura Financial Planning & Wealth ManagementGreat Falls, Montana, United States View → FT Forrest Thein Forrest Thein Colleague at Secura Financial Planning & Wealth ManagementPrescott, Arizona, United States View → MS Mara'D Sjostrom Mara'D Sjostrom Colleague at Secura Financial Planning & Wealth ManagementCoeur D'Alene, Idaho, United States View → ED Eric Duran Eric Duran Colleague at Secura Financial Planning & Wealth ManagementDenver, Colorado, United States View → SP Steve Piccini Steve Piccini Colleague at Secura Financial Planning & Wealth ManagementMukilteo, Washington, United States View →
1 education record

Gregg Jackman education

FAQ

Frequently asked questions about Gregg Jackman

Quick answers generated from the profile data available on this page.

What company does Gregg Jackman work for?

Gregg Jackman works for Secura Financial Planning & Wealth Management.

What is Gregg Jackman's role at Secura Financial Planning & Wealth Management?

Gregg Jackman is listed as Wealth Manager at Secura Financial Planning & Wealth Management.

Where is Gregg Jackman based?

Gregg Jackman is based in Placentia, California, United States while working with Secura Financial Planning & Wealth Management.

What companies has Gregg Jackman worked for?

Gregg Jackman has worked for Secura Financial Planning & Wealth Management, D.A. Davidson Companies, Jpmorgan Chase Bank Na, Secura Financial Planning And Wealth Management, and Barth Financial Advisors, Llc.

Who are Gregg Jackman's colleagues at Secura Financial Planning & Wealth Management?

Gregg Jackman's colleagues at Secura Financial Planning & Wealth Management include Carol Kommers, Lydia Dupont, Sarah Cardenas, Craig Brenton, and Bobbie F..

How can I contact Gregg Jackman?

You can use AeroLeads to view verified contact signals for Gregg Jackman at Secura Financial Planning & Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Gregg Jackman attend?

Gregg Jackman holds Business, Finance, Economics from University Of Nevada, Reno.

What skills is Gregg Jackman known for?

Gregg Jackman is listed with skills including Microsoft Office, Portfolio Management, Financial Reporting, Data Analysis, Health Insurance, Finance, Economics, and Life And Health Insurance.

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