Gail Hoffman-Jackson has been an investment adviser representative at Brian Low Financial Group since November 2023, and is not listed among the firm’s executive officers or direct owners.
Brian Low Financial Group, LLC is a Baton Rouge, LA firm with $239M under management, 874 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Gail Hoffman-Jackson’s longest registration was 7 years at Morgan Stanley (2015–2023). Before joining Brian Low Financial Group in 2023, Gail Hoffman-Jackson was registered through Morgan Stanley and J.P. Morgan Securities LLC.
- – present · 2 yearsBaton Rouge, LA · Adviser representative · Firm CRD 306346
- Morgan Stanley– · 7 yearsBaton Rouge, LA · Adviser representative · Firm CRD 149777
- J.P. Morgan Securities LLC– · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 79
- Raymond James & Associates, Inc.– · 2 yearsHouston, TX · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearHouston, TX · Adviser representative · Firm CRD 7691
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearThe Woodlands, TX · Adviser representative · Firm CRD 7691
- Metlife Securities Inc.– · under a yearPensacola, FL · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Gail Hoffman-Jackson is registered as an investment adviser representative in Louisiana, since November 2023.
- LouisianaSince 16 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 2005 |
| Series 7 | General Securities Representative Examination | 19 December 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gail Susanne Hoffman-Jackson
- CRD
- 1754963
- Firm
- Brian Low Financial Group · CRD 306346
- Office
- 4463 BLUEBONNET BOULEVARD, SUITE B, Baton Rouge, LA 70809
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Gail Hoffman-Jackson work?
Gail Hoffman-Jackson is an investment adviser representative registered through Brian Low Financial Group, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Gail Hoffman-Jackson a financial advisor?
Yes. Gail Hoffman-Jackson has a current investment-adviser registration in Louisiana, through Brian Low Financial Group since November 2023.
How many years of experience does Gail Hoffman-Jackson have?
Gail Hoffman-Jackson has 32 years in the financial industry, since June 1994, across 6 adviser firms.
What exams has Gail Hoffman-Jackson passed?
Gail Hoffman-Jackson has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 1987. FINRA credited Gail Hoffman-Jackson with the SIE, which began in October 2018.
Where did Gail Hoffman-Jackson work before Brian Low Financial Group?
Before Brian Low Financial Group, Gail Hoffman-Jackson was registered through Morgan Stanley, October 2015 to July 2023; J.P. Morgan Securities LLC, December 2014 to August 2015; Raymond James & Associates, Inc., April 2011 to October 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2009 to April 2011; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to November 2009; Metlife Securities Inc., June 2003 to May 2004.
Where is Gail Hoffman-Jackson based?
Gail Hoffman-Jackson’s registered office is in Baton Rouge, LA.
Is Gail Hoffman-Jackson registered with FINRA?
No. Gail Hoffman-Jackson has no current broker registration.
How can I verify Gail Hoffman-Jackson’s record?
Search CRD 1754963 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gail Hoffman-Jackson’s full registration record.
