RIA Intel›Advisers›California›JACKSON-GENT, CATHY, IRENE

JACKSON-GENT, CATHY, IRENE

Advisory

OAKLAND, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,396
of 5,480 advisers by AUM
Average account
$159K
across 105 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
105
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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EDWARD HARO FINANCIAL, LLC
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TECHNOLOGY FUNDING INC
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FAMILY WEALTH CONSULTANTS, INC.
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$17M

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