WealthForge Hires Drew Jackson as Chief Revenue Officer in Retail Push
WealthForge Securities LLC has hired Drew Jackson, most recently chief strategy officer at Capital Square, as chief revenue officer while it builds out its retail brokerage platform.
Jackson will lead WealthForge’s revenue strategy, the company said. His focus will be growing the firm’s sponsor and broker-dealer relationships and its network of registered representatives.
Jackson joined Capital Square in February 2024 as senior managing director, private wealth solutions. Two months later he was promoted to chief distribution officer, overseeing distribution of the sponsor’s investment offerings and leading its training and education initiative. Before Capital Square, he was chief executive officer of Concorde Holdings, a broker-dealer, registered investment adviser, and insurance agency. Earlier in his career, he directed the wealth strategies group of Scott & Stringfellow and BB&T Securities, now part of Truist Financial.
A graduate of Radford University with a Bachelor of Business Administration, Jackson holds FINRA Series 7, 9, 10, 24, 63, and 65 licenses. WealthForge said he has more than 30 years of industry experience.
“I’ve worked alongside Drew for more than 15 years, going back to our Scott & Stringfellow days. He knows this industry and the people in it, and he’s exactly who we want leading our next stage of growth,” said WealthForge chief executive officer Bill Robbins.
The hire is part of WealthForge Securities’ push into retail. In April, the firm added Archer Investors, a five-person Delaware statutory trust 1031 exchange team led by Beth Veloz. That followed the launch of WealthForge Distributors, a separate entity that now houses the firm’s managing broker-dealer business. At the time, Robbins said the firm was pursuing more partnerships with retail groups specializing in 1031 exchanges.
“I’ve admired WealthForge from the outside for years, from my time at Concorde and Capital Square. I’m thrilled to be working with Bill again and with this team as we grow our sponsor relationships and bring more representatives onto the platform,” Jackson said.
AltsWire interviewed Jackson in 2024 about his move from the adviser side of the industry to the sponsor side.
WealthForge Securities is a Richmond, Virginia-based broker-dealer focused on alternative investments, including 1031 exchange and DST programs.
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