Cole Jackson has been an investment adviser representative at Paladin Wealth since September 2026, and is not listed among the firm’s executive officers or direct owners. Cole Jackson holds a Finance degree with an emphasis in Financial Planning from Minnesota State University, Mankato.
Paladin Wealth, LLC is an Arden Hills, MN firm with $217M under management, 518 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Cole Jackson is Paraplanner of Paladin Financial. Jackson leads prospect outreach and initial engagement, connecting individuals with the appropriate advisors and coordinating meetings, and supports client meetings, plan implementation and onboarding.
- Paladin FinancialCurrent– present · under a yearArden Hills, MN · Adviser representative · Firm CRD 288387
Investment adviser representative registrations
Cole Jackson is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- MinnesotaSince 22 September 2026
- TexasSince 22 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 August 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 October 2025 |
| Series 7TO | General Securities Representative Examination | 19 September 2025 |
| SIE | Securities Industry Essentials Examination | 15 August 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7977796
- Firm
- Paladin Wealth · CRD 288387
- Office
- 4105 LEXINGTON AVENUE NORTH,, SUITE 230, Arden Hills, MN 55126
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- paladinfinancial.com
Where does Cole Jackson work?
Cole Jackson is an investment adviser representative registered through Paladin Wealth, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cole Jackson a financial advisor?
Yes. Cole Jackson has a current investment-adviser registration in Minnesota and Texas, through Paladin Wealth since September 2026.
How many years of experience does Cole Jackson have?
Cole Jackson has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Cole Jackson passed?
Cole Jackson has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in August 2025.
Where is Cole Jackson based?
Cole Jackson’s registered office is in Arden Hills, MN.
Is Cole Jackson registered with FINRA?
Yes. Cole Jackson has a current broker registration, under CRD 7977796.
Source: FINRA BrokerCheck
How can I verify Cole Jackson’s record?
Search CRD 7977796 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cole Jackson’s full registration record.
