Jaclyn B. Gilbert

SAXON FINANCIAL GROUP

Houston, TX 77027

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CRD#: 6184288

Professional summary

Jaclyn Beasley Gilbert, who also goes by Jaclyn Elizabeth Beasley, is a registered financial advisor currently at SAXON FINANCIAL GROUP located in Houston, Texas.

Jaclyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jaclyn has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaclyn Elizabeth Beasley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business : Saxon Financial Group Address: 1177 West Loop S Ste 1300,Houston, TX Nature of the Business: Independent RIA Position/Title: Advisor Investment Related:Yes Start Date: 04/01/2021 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: Chief Compliance Officer, Operations Manager, Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaclyn Beasley Gilbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2021 - Present

SAXON FINANCIAL GROUP

Office #1: 1177 West Loop S Suite 1825, Houston, TX 77027

RIA

CRD#: 311687

Houston, TX

Past

June 6, 2018 - April 9, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

HOUSTON, TX

Past

October 30, 2017 - April 9, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAXON FINANCIAL GROUP

ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA

Registered Investment Advisory firm - (2/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/2/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/26/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2017

General Securities Representative Examination

Current Firm

SAXON FINANCIAL GROUP

ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA

Registered Investment Advisory firm - (2/9/2021 Approved)

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Contact information

Main Address

1177 West Loop S Suite 1825, Houston, TX 77027

Mailing Address

Phone number

(713) 425-5340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAXON FINANCIAL GROUP DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,713
AUM (Assets Under Management)	$ 616,477,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jaclyn B. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaclyn Beasley Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SAXON FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2018

Series 7TO

Date: 3/26/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/30/2017

Current Firm

SAXON FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAXON FINANCIAL GROUP

TRUST BUT VERIFY

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