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Jackson Wolfe

Vice President, Transition Services

Jackson Wolfe is a VP, Transition Services at Dynasty Financial Partners. In this role, he is responsible for coordinating the early entrepreneurial journeys of breakaway advisors launching their own independent RIA firms, along with onboarding existing RIA firms into the Dynasty Network. He joined Dynasty after spending five years in Raleigh, NC at MHC Kenworth as Department Manager, where he oversaw annual sales exceeding $9 million.

 

Jackson graduated with a Bachelor of Science in Finance from Auburn University in the Harbert College of Business. In his free time, Jackson enjoys riding his motorcycle, backpacking, snowboarding, or playing the drums.

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