DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Greggory Jackman

Secura Financialindependent RIAOrange, Cadual registrantIAPD 6743788

Feed of 09/14/2026

Also filed as Gregg Jackman

At current firm

0 y

since Jul 22, 2026

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Secura Financial independent RIA current
since Jul 22, 2026 · Orange, Ca
Arkadios Wealth Advisors BD affiliated
Jul 28, 2025 to Jan 15, 2026 · Orange, Ca
D.A. Davidson & Co. independent RIA
Sep 25, 2023 to Jun 10, 2025 · Newport Beach, Ca
J.P. Morgan Securities LLC wirehouse
Jul 21, 2022 to Sep 7, 2023 · La Habra, Ca
Secura Financial independent RIA
Aug 13, 2019 to Oct 28, 2022 · Orange, Ca

Moves

a registration end followed by a registration begin elsewhere

Arkadios Wealth Advisors to Secura Financial
left Jan 15, 2026, registered Jul 22, 2026 (188 days) · Affiliated broker-dealer or bank to independent RIA
D.A. Davidson & Co. to Arkadios Wealth Advisors
left Jun 10, 2025, registered Jul 28, 2025 (48 days) · RIA to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to D.A. Davidson & Co.
left Sep 7, 2023, registered Sep 25, 2023 (18 days) · Wirehouse to independent RIA
Secura Financial to J.P. Morgan Securities LLC
left Oct 28, 2022, registered Jul 21, 2022 (-99 days) · RIA to wirehouse

Signals

Greggory Jackman left Arkadios Wealth Advisors for Secura Financial (registered 2026-07-22)
Jan 15, 2026 · Advisor changed firm · fact
Greggory Jackman left D.A. Davidson & Co. for Arkadios Wealth Advisors (registered 2025-07-28)
Jun 10, 2025 · Advisor changed firm · fact
Greggory Jackman left J.P. Morgan Securities Llc for D.A. Davidson & Co. (registered 2023-09-25)
Sep 7, 2023 · Advisor changed firm · fact
Greggory Jackman left Secura Financial for J.P. Morgan Securities Llc (registered 2022-07-21)
Oct 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address