What’s your background?
Greg Jackey is a Co-Founder of Axion Wealth Advisors, and he started his career with Shearson Lehman Hutton in Rancho Santa Fe in 1987. He is an Accredited Portfolio Management Advisor (APMA) though the College of Financial Planning. Greg spent 15 years as a Regional Manager with a number of Investment firms including Citi/Smith Barney. With over 30 years of experience in the areas of management, investment consulting and financial planning, he appreciates his ongoing relationships with his valued clients.
Greg is a member of the Century Club of San Diego, a non-profit corporation that works with the PGA to promote and administrate the Farmers Insurance Open at Torrey Pines. He is also a Board Member of (STEP) Support the Enlisted Project, and Future Legends. Greg has also helped promote and structure many non-profit golf tournaments, including the Ronald McDonald House Charities and the G-3 Challenge.
Greg and his wife Grace are avid golfers and enjoy traveling though out the world; his son Andrew has recently graduated from UCSB.
What’s something about you that few people might know?
In his early twenties, Greg dedicated time to studying and mastering the art of playing a perfect game of Blackjack, including the skill of card counting. Accompanied by a close friend, he would embark on monthly trips to Las Vegas, spending weekends engaged in the strategic pursuit of the game. Their focus wasn’t on substantial betting; rather, it revolved around winning against unfavorable odds and avoiding detection by the casinos for card counting.
The primary goal was to generate enough winnings to cover the expenses of the trips and enjoy a few shows along the way. However, Greg eventually discontinued playing Blackjack. He found it to be too labor-intensive and time-consuming. Moreover, he didn’t view it as conventional gambling, considering that they held an advantage over the casinos, much like the advantage the casinos have over most other players.
What do you believe as it relates to your position and the work you do?
For 15 years, Greg served as a manager for various investment firms, where he played a pivotal role in hiring hundreds of advisors. Throughout this period, a fundamental principle he emphasized to advisors was the profound responsibility they held. Greg wanted them to keep in mind that, in most cases, they were entrusted with managing their clients’ life savings. He believed that this profession was on par with that of a doctor or a parent, recognizing that few things were more crucial to their clients.
Additionally, Greg adopted a reflective perspective on his own life, regularly reminding himself that in the final days, the focus would not be on counting wealth or pondering financial gains. Instead, he envisioned contemplating the impact of his actions, reflecting on the assistance provided to others, the contributions made to non-profit organizations, and the nuanced evaluation of his human successes and failures by those around him.
Beverly Robinson
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