Jackson Lee

Principal - Custody And Clearing Services at J.W. Cole Financial, Inc.

Jackson Lee is currently working as a Principal in Custody and Clearing Services at J.W. Cole Financial, Inc. Prior to this, Jackson held roles as a Jr. Relationship Manager and Sales Support Specialist at the same company. Jackson also has experience as an IPS Billing Specialist and Billing Specialist at KLS Martin Group. Jackson graduated from the University of Central Florida in 2022 with a degree in Business Finance.

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Previous companies

Org chart

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Manager

Ted Hoornstra

Founder & Principal

Peers

Craig Towle

Executive Vice President, Partner

Kurt W Lofgren

Chief Compliance Officer

Darryl Olenchalk

OSJ Principal/ Relationship Manager

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Timeline

Principal - Custody And Clearing Services
February, 2024 - present
Jr. Relationship Manager
June, 2023
Sales Support Specialist
May, 2022

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