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Chief Compliance Officer and President · Saxon Financial Group

Jaclyn B. Gilbert

CRD 6184288 · Named on Form ADV at one SEC-registered adviser

At a glance

Saxon Financial Group, an SEC-registered wealth manager based in Houston, TX with $679 million in regulatory assets, lists Jaclyn B. Gilbert on its Form ADV as Chief Compliance Officer and President, a control person.

Firms and roles

  • Saxon Financial GroupChief Compliance Officer and PresidentWealth manager · Houston, TX · $679M in regulatory assets

AtlasMembers

Jaclyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaclyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.