Jaclyn Beasley Gilbert
Investment adviser representative at Saxon Financial Group
13 yearsExperience
1 stateRegistered in
$679.1MFirm assets
5 yearsFirm in business
Are you Jaclyn Beasley Gilbert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Saxon Financial GroupFeb 2021 to now
- Saxon Interests, Inc.Feb 2021 to now
- Raymond James Financial Services Advisors Inc.Jun 2018 to now
- Raymond James Financial Services, Inc.Apr 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Saxon Financial Group
Legal name: Saxon Interests, Inc.
$679.1MAssets managed
509Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6184288
- Firm CRD
- 311687