Jamie Charlton, CFP®

About Jamie

Jamie Charlton is the founding partner and CEO of Saxon Financial Services.

Jamie’s primary focus is in the employee benefit arena serving as an Employer Consultant for businesses seeking to offer a competitive benefits package that complements the employer’s overall business strategy.

Jamie is well versed in consumer driven models, and believes that benefits should work to enhance both the business and employee.


Jamie heads a dynamic, service first team that believes in taking a hands on approach to working with the firm’s clients.  A strength Jamie instills in his team is to provide a back office approach to client matters in order to save the client time and energy working directly with the respective insurance carriers.

In addition to his focus on employee benefits, Jamie serves as the Securities Principal supervising the firm’s financial planning branch in order to ensure a compliant and ethical place for clients to entrust their assets.

Jamie has been in the Financial Services field since graduating from the University of Michigan in 1998 and earned his Certified Financial Planner designation in 2003.  He sits on the Board of the Sharonville Chamber of Commerce and enjoys spending time with his family and being outdoors with his time away from the office.

Check the background of this investment professional on FINRA’s BrokerCheck.


Association Health Plans & Their Benefits