Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, announced the promotion of Drew Jackson to chief distribution officer.
“Drew’s extensive experience on the advisor side and the immediate and significant positive impact he has had on Capital Square makes him an invaluable addition to our executive team. His leadership will enhance our ability to serve investors and advisors with excellence,” remarked Louis Rogers, founder and co-chief executive officer of Capital Square. “We are building something greater than ourselves at Capital Square — we are building a real estate investment platform that emphasizes training and education for investors and advisors. Drew is the ideal executive to lead distribution with an emphasis on training and education.”
“While I am a relatively new arrival, I enjoyed a lengthy relationship with Capital Square during my tenure with Concorde Holdings, where I witnessed first-hand the exceptional level of care and professionalism the firm provides investors and advisors,” said Jackson. “As a member of the executive team, leading distribution as well as training and education is a natural fit for me. I know the valuable impact tax-advantaged investments provide to investors. I couldn’t be more pleased than to devote my professional energies to help expand access along with training, education and tools to help investors and advisors.”
During his tenure with Concorde, Drew Jackson led the alternative investment-specialist firm to the best results in company history, consistently driving positive outcomes and advocating for evolving financial services to client-centered products and programs. He has been a respected leader in the wealth management industry for years, directing programs, supporting wealth advisors and clients, and adopting solutions for tax problems through alternative investments. He was a significant driver in the development of one of the industry’s first open-architecture unified management account platforms as well as in the shift from a transaction-based to a fee-based advisory model of business. Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm’s client-focused wealth management programs.
A graduate of Radford University with a Bachelor of Business Administration, Jackson holds numerous FINRA licenses, including series 7, 9, 10, 24, 63 and 65. He is a certified investment management analyst (CIMA) and an accredited asset management specialist (AAMS). In 2023, Jackson was a finalist for WealthManagement.com’s “CEO of the Year.”
