Jaxson Coad

Jaxson joined Discipline Wealth Solutions to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. He is a recent graduate with a degree in Economics from Furman University. Jaxson grew up in Utica, Ohio and is always cheering on the Ohio sports teams. In his free time he enjoys attending sporting events, spending time with friends or family, playing golf, and disc golf.

 

📢 Stay Ahead in Wealth Management!

Are you a financial professional looking to scale and optimize your practice? Subscribe to Discipline Wealth Solutions for the latest insights, industry updates, and strategic growth opportunities.


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact