Jaxon Clark joined LongView Financial Partners in 2026 as a Client Service Associate after completing an internship with the firm in 2025. In his role, Jaxon supports portfolio management, client meeting preparation, and day-to-day operations. He is dedicated to delivering an exceptional client experience by ensuring processes are executed accurately, efficiently, and with a high level of attention to detail.
Passionate about building a long-term career in financial services, Jaxon is focused on advancing toward a financial advisor role. He has earned the Securities Industry Essentials (SIE) designation and the Series 65 license and is currently pursuing the Series 7 license and the Certified Financial Planner™ (CFP®) certification.
Prior to joining LongView, Jaxon graduated from Adrian College with a bachelor's degree in finance and a Certificate in Financial Planning. During his time at Adrian, he was a four-year member of the NCAA Division III baseball program, where he developed leadership, teamwork, and discipline both on and off the field. In his senior season, he helped lead the Bulldogs to the NCAA Division III College World Series.
Outside of work, Jaxon enjoys running, exploring new restaurants, traveling, listening to music, and cheering on Cleveland sports teams. He values continuous learning, personal growth, and helping others achieve their financial goals.