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BROKERS/DEALERS Chief Executive Officer of the Year
CONCORDE INVESTMENT SERVICES
Drew Jackson
Drew Jackson is the President & CEO of Concorde Investment Services, President & Chief Marketing Officer of Concorde Asset Management, and President of Concorde Insurance Agency. He has over 25 years of experience in the financial services industry, primarily focusing on business development, managed products, tax solutions for high-net-worth investors, and RIA business. Drew works with the Concorde management team and enjoys
working directly with financial advisors helping them maximize their business and grow deeper relationships with their clients. He believes in empowering advisors, their clients, and the community at large -- part of Concorde’s motto, “Entrepreneurs serving entrepreneurs.”
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC, a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Asset Management, LLC, an SEC-registered investment adviser, and Concorde Insurance Agency, Inc., which is insurance licensed to solicit insurance products in over 48 states, are also subsidiaries of Concorde Holdings, Inc. For more information, visit https://concordeis.com/.
44 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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