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Gregg Jackman

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Gregg Jackman

(714) 704-4828

Professional Experience

Gregg Jackman is financial advisor at BarthCalderon LLP.

He is licensed in life insurance and securities with 2 years of experience in the financial industry.

Business Experience

  • Barth Financial Advisors, LLC; Investment Advisor Representative; 08/2019 – Present
  • Crown Capital Securities, L.P.; Registered Representative; 03/2019 – Present
  • Bentley Financial and Insurance Services, Inc.; Insurance Agent; 02/2019 – Present
  • Barth Financial Advisors, LLC; Administrative Assistant; 05/2018 – 08/2018
  • Barth Financial Advisors, LLC; Intern; 12/2016 – 01/2017
  • Barth Financial Advisors, LLC; Intern; 05/2016 – 08/2016
  • Barth Financial Advisors, LLC; Intern; 05/2014 – 08/2014

Specialties

  • Cash Flow/Budgeting
  • Insurance Planning
  • Portfolio Management

Education

  • University of Nevada-Reno; Bachelor of Science-Major in Finance; 2018