Catherine
Jackson

First Republic Investment Management, Inc

CRD#2274510
Investment Advisor
in New York, NY
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About this Advisor

Catherine Jackson is a chartered financial analyst operating out of New York, New York, who has 20 years of experience as a financial advisor. Jackson is on the advisory team at First Republic Investment Management, Inc. Their career trajectory has included roles at First Republic Investment Management, Inc and First Republic Securities Company, LLC. Jackson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Texas, California, Connecticut, Virginia, Florida, Louisiana, Maryland, Massachusetts, New Jersey, Ohio and Oklahoma. First Republic Investment Management, Inc is a financial advisory firm that has its headquarters in New York, New York. The firm has offices in 17 locations and a total of 495 financial advisors. It handles $74 billion in assets under management among its 42,420 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 172 charitable organizations. Of its 42,420 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which service is offered. However, fees billed by First Republic Investment Management, Inc most likely are comprised of some blend of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

1230 Ave. Of The Americas 2Nd Floor
New York, NY 10020

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$78,291,033,820

NY Average: $7,578,581,321
Total Number of Employees

604

NY Average: 43
Total Number of Accounts

51,546

NY Average: 3,727
Average Account Size

$1,518,858

NY Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Catherine Jackson Work History

Catherine has 20 years of experience.

2002 - Present (17 years)

First Republic Securities Company, LLC

1998 - Present (21 years)

First Republic Investment Management, Inc

Disclosures

Catherine Jackson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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