Jay Jackson currently leads the LPL Financial Annuity and Insurance Group, where he oversees the product platform and advisor experience. His team is responsible for product strategy, management, innovation, and the economic contribution of these product lines to the company.

In his tenure with LPL Financial, Jay has held several roles, including leading the Strategic Partners program. In this role, he focused on strategic business planning, aligning opportunities with resources, and developing innovative solutions to keep pace with platform and product innovation in a dynamic regulatory environment.

Jay has also contributed to Cetera Financial Group’s advancement of their Strategic Partner Program, leveraging data to drive sales, and developing combined wealth and insurance product concepts. His background includes experience in operations and product sales.

Jay holds a Bachelor of Arts in German Literature and Geology from Colgate University and an MBA from Bentley University. He also possesses FINRA Series 7, 24, and 63 licenses.

Residing in the greater Boston area, Jay enjoys hiking, fishing, home brewing, and traveling with family and friends.