Jeff Magson, CRPC, BFA

Executive Vice President, Client Experience Officer

Jeff Magson is an executive vice president and the client experience officer at 1st Global, where he is responsible for national sales and revenue results as well as all product platforms, including those in capital markets, insurance, Investment Management Solutions (IMS) and Retirement Management Solutions (RMS). He also oversees the company’s business development, marketing, practice consulting, wealth management consulting, research and service initiatives. He has been with 1st Global since 2010 and held the previous role of vice president of sales and platforms, and he enjoys being able to lead the teams that support advisors in helping their clients to create, implement and monitor comprehensive financial plans.

Jeff received his Bachelor of Science degree in hotel and restaurant management from Widener University, but he was inspired to enter the financial services industry when he saw how his family members’ lives were positively impacted by their financial advisor. He gained previous experience in the industry at Ameriprise Financial, where he served as a financial advisor, district manager and field vice president over the course of his 14 years with the company. He is a member of the Financial Planning Association and the Financial Services Institute, and he has passed his Series 4, 7, 24, 51, 63 and 65 exams as well as the Texas Life and Health Insurance exam.