AeroLeads people directory · profile
Jackson Petry Email & Phone Number
Vice President Business and Project Management
at
LPL Financial
1 work email found
@lpl.com
1 phone found area 619
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President Business and Project Management
Location
San Diego, California, United States
Company size
Who is Jackson Petry? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jackson Petry is listed as Vice President Business and Project Management at LPL Financial, a with 7900 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 619, and a matched LinkedIn profile for Jackson Petry.
Jackson Petry previously worked as Chief of Staff - Service Department at Lpl Financial and Assistant Vice President - Case Management at Lpl Financial. Jackson Petry holds Project Management from Uc San Diego Extended Studies.
Company email context
Email format at LPL Financial
This section adds company-level context without repeating Jackson Petry's masked contact details.
{first}.{last}@lpl.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jackson Petry. Compare company email patterns before reaching out.
Profile bio
About Jackson Petry
Jackson Petry is a Vice President Business and Project Management at LPL Financial. He possess expertise in process improvement, customer service, series 7, call centers, troubleshooting and 8 more skills.
Listed skills include Process Improvement, Customer Service, Series 7, Call Centers, and 9 others.
Current workplace
Jackson Petry's current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
8 roles
Jackson Petry work experience
A career timeline built from the work history available for this profile.
Chief Of Staff - Service Department
- Influenced the design and tracked department level goals, KPIs and transformation projects- Partnered with Finance partners to create and track the Service department budget- Coordinated and ran strategy sessions to create impactful, and tangible goals to delight advisors and empower employees- Wrote executive updates on department level goals, KPIs, call trends and other projects/initiatives- Developed and tracked cost saving initiative strategies
Assistant Vice President - Case Management
Responsible for building and leading a firm wide escalation team, with a focus on client centric solutions to complex issues. Obtained Lean Six Sigma Green Belt through process improvement projects designed to increase efficiency, without increasing.
Jun 2018 - Jul 2023
Assistant Vice President Client Services
Hired, trained and led four teams through the onboarding of approximately 2500 financial advisors onto the LPL platform.
Aug 2017 - Jun 2018
Asssistant Vice President - Service360
Led multiple high performing customer service teams, covering 1200 financial advisors. Managed a number of department level projects, with a focus on customer satisfaction and ease of use.
Mar 2014 - Aug 2017
Manager Service360 Team 15
Motivating a high performing Service Team. Working through complex issues through collaboration.Support and manage department level projects.
Mar 2011 - Mar 2014
Service Center Supervisor
Nov 2007 - Mar 2011
Service Center Representative
Jan 2006 - Nov 2007
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
SW
Shamika Wallace
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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KO
Kristen Oleson Rouzer
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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SH
Shatorri Howie
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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DE
Diane Enterlein
Colleague at Lpl FinancialTampa, Florida, United States
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DV
David Van Blerkom
Colleague at Lpl FinancialSan Diego County, California, United States
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DM
David Martin
Colleague at Lpl FinancialSausalito, California, United States
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EW
Emily Wiggins
Colleague at Lpl FinancialIowa City-Cedar Rapids Area, United States
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MM
Mike Moore
Colleague at Lpl FinancialCedarhurst, New York, United States
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EE
Ebenezer Eduafo
Colleague at Lpl FinancialCentral, South Carolina, United States
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MC
M. Campbell Cawood, Cfa
Colleague at Lpl FinancialKey West, Florida, United States
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Shamika Wallace
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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KO
Kristen Oleson Rouzer
Colleague at Lpl FinancialCharlotte, North Carolina, United States
View →
SH
Shatorri Howie
Colleague at Lpl FinancialCharlotte, North Carolina, United States
View →
DE
Diane Enterlein
Colleague at Lpl FinancialTampa, Florida, United States
View →
DV
David Van Blerkom
Colleague at Lpl FinancialSan Diego County, California, United States
View →
DM
David Martin
Colleague at Lpl FinancialSausalito, California, United States
View →
EW
Emily Wiggins
Colleague at Lpl FinancialIowa City-Cedar Rapids Area, United States
View →
MM
Mike Moore
Colleague at Lpl FinancialCedarhurst, New York, United States
View →
EE
Ebenezer Eduafo
Colleague at Lpl FinancialCentral, South Carolina, United States
View →
MC
M. Campbell Cawood, Cfa
Colleague at Lpl FinancialKey West, Florida, United States
View →
3 education records
Jackson Petry education
Project Management
Bachelor Of Science, International Economics
Bachelor'S Degree In International Economics, International Economics
FAQ
Frequently asked questions about Jackson Petry
Quick answers generated from the profile data available on this page.
What company does Jackson Petry work for?
Jackson Petry works for LPL Financial.
What is Jackson Petry's role at LPL Financial?
Jackson Petry is listed as Vice President Business and Project Management at LPL Financial.
What is Jackson Petry's email address?
AeroLeads has found 1 work email signal at @lpl.com for Jackson Petry at LPL Financial.
What is Jackson Petry's phone number?
AeroLeads has found 1 phone signal(s) with area code 619 for Jackson Petry at LPL Financial.
Where is Jackson Petry based?
Jackson Petry is based in San Diego, California, United States while working with LPL Financial.
What companies has Jackson Petry worked for?
Jackson Petry has worked for Lpl Financial.
Who are Jackson Petry's colleagues at LPL Financial?
Jackson Petry's colleagues at LPL Financial include Shamika Wallace, Kristen Oleson Rouzer, Shatorri Howie, Diane Enterlein, and David Van Blerkom.
How can I contact Jackson Petry?
You can use AeroLeads to view verified contact signals for Jackson Petry at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Jackson Petry attend?
Jackson Petry holds Project Management from Uc San Diego Extended Studies.
What skills is Jackson Petry known for?
Jackson Petry is listed with skills including Process Improvement, Customer Service, Series 7, Call Centers, Troubleshooting, Outlook, Customer Satisfaction, and Disaster Recovery.
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