Leadership

Jeff Magson, CRPC

Executive Vice President and Client Experience Officer

 

Jeff Magson serves as Executive Vice President and Client Experience Officer at 1st Global. As a member of the executive team, he is responsible for a strategic vision that will advance the sales efforts for the company’s various platforms and offerings.

Jeff partners with over 400 1st Global affiliated firms across the nation to establish, expand and evolve their revenue streams within securities, insurance and advisory platforms by ensuring that these financial advisor professionals have the tools and resources needed to serve their clients efficiently and completely. Jeff's responsibilities include informing the executive team on the latest industry trends and financial technologies, as well as building and advancing a first-rate consulting support team.

Jeff first joined 1st Global as the Manager of Strategic Firm Development in 2010, bringing with him 13 years of financial advisor leadership experience and a total of 16 years as a financial advisor. From 1995-2009, Jeff held numerous positions at American Express Financial Advisors, which later became Ameriprise Financial. Starting as a financial advisor, which led to him serving as a field vice president for eight years, Jeff is committed to delivering the highest level of service and quality offerings. Jeff has also developed a penchant for leading others and cultivating growth within an organization, which he has brought to his team at 1st Global.

Jeff graduated from Widener University in Chester, Pennsylvania. He holds the Certified Retirement Planning Counselor (CRPC) designation and has passed the FINRA series 7, 63, 65 24, 4 and 51 examinations. He has been fully licensed to provide life and health insurance products and services since 1995.

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