Jaylen Thomas is a financial planning associate based in Alexandria, Virginia.
Jaylen was welcomed in late 2024 when Campbell Wealth Management became CAPTRUST.
In his role, he supports wealth advisors by helping to build financial plans and portfolio comparisons for prospective and future clients. He assists with transitioning prospects to the firm and consolidating those accounts at new institutions. Jaylen also provides general financial planning software assistance across the firm.
With his years of payroll and operations experience, having audited hundreds of records over the years, he knows the importance of attention to detail. Eager to grow, he recently secured his Securities Industry Essentials designation. His goal is to pursue additional certifications and designations in financial planning, to better serve clients.
Jaylen graduated from James Madison University with a Bachelor of Science degree in psychology.
A former collegiate rugby player, the tenacity and work ethic he developed from his sports background are reflected in his professional mindset.
When not working, Jaylen may be found behind a camera, working on a new filmmaking project. He also enjoys playing flag football, watching movies, and cheering on the Baltimore Ravens.
Education
- Bachelor of Science, psychology, James Madison University