Jaclyn Gilbert

Jaclyn Gilbert Email and Phone Number

Chief Compliance and Operations Officer at Saxon Financial Group @ Saxon Financial Group
Jaclyn Gilbert's Location
Houston, Texas, United States, United States
Jaclyn Gilbert's Contact Details

Jaclyn Gilbert work email

Jaclyn Gilbert personal email

n/a
About Jaclyn Gilbert

Jaclyn Gilbert is a Chief Compliance and Operations Officer at Saxon Financial Group at Saxon Financial Group.

Jaclyn Gilbert's Current Company Details
Saxon Financial Group

Saxon Financial Group

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Chief Compliance and Operations Officer at Saxon Financial Group
Jaclyn Gilbert Work Experience Details
  • Saxon Financial Group
    Chief Compliance And Operations Officer
    Saxon Financial Group Apr 2021 - Present
    Houston, Texas, Us
    Jaclyn 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.
  • Saxon Financial Group
    Operations Manager
    Saxon Financial Group Jan 2017 - Dec 2021
    Houston, Texas, Us
    Recognizing 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.
  • Saxon Financial Group
    Client Relations Coordinator
    Saxon Financial Group Apr 2013 - Jan 2017
    Houston, Texas, Us
    Jaclyn 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.
  • Raymond James
    Financial Advisor
    Raymond James Oct 2017 - Apr 2021
    St. Petersburg, Florida, Us
    Securities 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.
  • Raymond James
    Sales Assistant
    Raymond James Apr 2013 - Oct 2017
    St. Petersburg, Florida, Us
    Securities 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.
  • Sam Houston State University
    Student
    Sam Houston State University Aug 2007 - May 2012
    Huntsville, Tx, Us

Jaclyn Gilbert Education Details

  • Sam Houston State University
    Sam Houston State University
    Marketing

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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