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Drew Jackson has more than 20 years of financial services industry experience, with a primary focus toward the RIA business, managed product areas and business development. Drew enjoys working directly with advisors and helping them maximize their business and grow deeper relationships with their clients. He believes that a continued focus on practice management and process improvements are keys to long term success in this industry.
Prior to Concorde, Drew served as senior vice president of wealth management at Capital Guardian. He also spent close to 17 years at BB&T Scott & Stringfellow, a division of BB&T Securities, where he was responsible for the firm’s $8 billion wealth management platform.
Drew is a member of the Investment Management Consultants Association (IMCA), as well as a past participant in the Managed Account Roundtable. He has been a speaker at industry events, as well as a participant in panel discussions at several conferences.
Drew holds a Bachelor of Business Administration, Finance from Radford University and holds the following designations and securities licenses:
- Accredited Asset Management Specialist (AAMS), College for Financial Planning, 2000
- Certified Investment Management Analyst (CIMA), Investment Management Consultants Association, 2012
- Series 7, 9, 10, 63 and 65
- Virginia Life and Health Insurance License
- Virginia Variable Life and Annuity License
Drew, his wife, Melissa, and three active children reside near Richmond, VA. Drew is also an avid golfer and enjoys spending time outdoors.