Joshua Lee Jackson
Professional Summary
Joshua Lee Jackson, who also goes by Josh Jackson, is a registered financial advisor currently at C2 PRIVATE WEALTH located in Columbia, Missouri. Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Josh Jackson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Disclosures on record.
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.
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CAPITAL CLIENT GROUP, INC.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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CAPITAL CLIENT GROUP, INC.
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Current Firm
C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.
Contact Information
Main Address
29409 Haggerty Road Suite 200, Novi, MI 48377Phone Number
(248) 567-6688# of Employees
16SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
11,760AUM (Assets Under Management)
$1,816,297,187Similar Advisors
CAPITAL CLIENT GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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CAPITAL CLIENT GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.
State Registrations and Notice Filings
(3/23/2018)
(1/11/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joshua Lee Jackson's CRS (Customer Relationship Summary).
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