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Joseph S. Jackson

Joseph S. Jackson

INDIGO PRIVATE WEALTH | Vice President, Financial Consultant
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 5833704
Joseph S. Jackson

Professional summary

Joseph S. Jackson, CFP®, who also goes by Joseph S Jackson, Joseph Stephen Jackson, is a registered financial advisor currently at INDIGO PRIVATE WEALTH located in Los Angeles, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joseph has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I am a forward-thinking Certified Financial Planner who is dedicated to helping my clients improve their lives via comprehensive wealth planning at Fidelity. I take as much time and care as necessary with each and every person I work with to try to fully understand their situation, what is important to them, and what they need help with in order to provide catered, non-biased guidance and real, tangible action steps that they can immediately put to use.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph S Jackson | Joseph Stephen Jackson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph S. Jackson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

University of Cincinnati

Bachelor of Business Administration - Finance, Commercial Real Estate

2009

Experience

Current

April 27, 2026 - Present

INDIGO PRIVATE WEALTH

RIA
CRD#: 341427
LOS ANGELES, CA
Past

March 31, 2025 - March 16, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SANTA MONICA, CA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LOS ANGELES, CA
Past

January 12, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SANTA MONICA, CA
Past

October 26, 2010 - March 5, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SANTA MONICA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/2010
General Securities Representative Examination

Current Firm

IP
INDIGO PRIVATE WEALTH
INDIGO PRIVATE WEALTH | INDIGO PRIVATE WEALTH LLC

CRD#: 341427 / SEC#:

California
Registered Investment Advisory firm - (4/27/2026 Approved)
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Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INDIGO PRIVATE WEALTH

Vice President, Financial ConsultantCRD#: 341427Los Angeles, CA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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