Jaclyn Gilbert Email and Phone Number
Jaclyn Gilbert work email
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Jaclyn Gilbert personal email
Jaclyn Gilbert is a Chief Compliance and Operations Officer at Saxon Financial Group at Saxon Financial Group.
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Chief Compliance And Operations OfficerSaxon Financial Group Apr 2021 - PresentHouston, Texas, UsJaclyn began working for Saxon Financial Group in 2013 and has worn many hats within the organization throughout the years. In the last 3 years, she has transitioned into the role of Financial Advisor and is the Client Relationship Manager for many of our existing clients. Her passion first and foremost lies with helping all people understand the importance of having a roadmap to achieve their financial goals. Jaclyn has three young children and is a firm believer in equipping the future generation with the right tools to be successful and financially responsible. -
Operations ManagerSaxon Financial Group Jan 2017 - Dec 2021Houston, Texas, UsRecognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.Our team is dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.Our ability to add value is based on offering something most others do not, a client experience that is unmatched in terms of communication, service and education. Our clients can expect not only a personalized approach to financial planning, but a professional relationship that they will find enriching and valuable.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Saxon Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. -
Client Relations CoordinatorSaxon Financial Group Apr 2013 - Jan 2017Houston, Texas, UsJaclyn joined Saxon Financial Group in 2013 as client relations coordinator. With her educational background and experience with customer service, Jaclyn is committed to working with Raymond James financial advisors and honoring client relationships with the highest level of service. Her responsibilities include daily operations, office administration, client services and compliance regulation.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Saxon Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. -
Financial AdvisorRaymond James Oct 2017 - Apr 2021St. Petersburg, Florida, UsSecurities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCFor important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section. -
Sales AssistantRaymond James Apr 2013 - Oct 2017St. Petersburg, Florida, UsSecurities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCFor important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section. -
StudentSam Houston State University Aug 2007 - May 2012Huntsville, Tx, Us
Jaclyn Gilbert Education Details
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Sam Houston State UniversityMarketing
Frequently Asked Questions about Jaclyn Gilbert
What company does Jaclyn Gilbert work for?
Jaclyn Gilbert works for Saxon Financial Group
What is Jaclyn Gilbert's role at the current company?
Jaclyn Gilbert's current role is Chief Compliance and Operations Officer at Saxon Financial Group.
What is Jaclyn Gilbert's email address?
Jaclyn Gilbert's email address is ja****@****oup.com
What schools did Jaclyn Gilbert attend?
Jaclyn Gilbert attended Sam Houston State University.
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