Cole Jackson
Investment adviser representative at Paladin Financial
11 yearsExperience
2 statesRegistered in
$216.9MFirm assets
3 yearsFirm in business
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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
11 years in the industry.
- Paladin FinancialSep 2026 to now
- Paladin Insurance, LLCSep 2026 to now
- Paladin Legal Services, LLCSep 2026 to now
- Paladin Services, LLCSep 2026 to now
- Paladin Tax Services, LLCSep 2026 to now
- Paladin Wealth, LLCSep 2026 to now
- Gradient Securities, LLCJan 2026 to now
- DoordashNov 2025 to now
- DexianJul 2025 to Oct 2025
- Wells Fargo BankJul 2025 to Oct 2025
- Wells Fargo Clearing ServicesJul 2025 to Oct 2025
- J&j ContractingMay 2025 to Jul 2025
- UnemployedApr 2025 to May 2025
- Strong Tower Wealth ManagementAug 2024 to Apr 2025
- Smith Schafer & AssociatesJan 2023 to Apr 2023
- Minnesota State University, MankatoAug 2020 to May 2024
- Carbone's PizzeriaJun 2019 to May 2025
- Centennial Schools Isd 12Aug 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Paladin Financial
Legal name: Paladin Wealth, LLC
$216.9MAssets managed
518Clients
8Advisers
3 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
- 7977796
- Firm CRD
- 288387