Meet Jaxson Coad, Operations Specialist at Ballentine Capital Advisors

As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation.

Jaxson is a recent graduate from Furman University and majored in Economics. Jaxson grew up in Utica, Ohio, and is always cheering on the Ohio sports teams. In his free time, he enjoys attending sporting events, spending time with friends or family, and playing golf, and disc golf.


Connected by Community

Connected by Community is a podcast designed to connect with small businesses, non-profits, personal endeavors, and hobbies for the betterment of the community.

News & Media