Joshua L. Jackson

C2 PRIVATE WEALTH

Columbia, MO 65201

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CRD#: 5841016

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh 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.

Senior Planning Advisors, Inc.; investment related; Livonia, MI; Insurance Services and product sale; insurance agent; started 05/2017; more than 50% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Lee Jackson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 23, 2018 - Present

C2 PRIVATE WEALTH

Office #1: 3622 Endeavor Ave Suite 113, Columbia, MO 65201

RIA

CRD#: 151501

Columbia, MO

Past

May 5, 2016 - July 10, 2017

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

TOPEKA, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

C2 PRIVATE WEALTH

C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.

CRD#: 151501 / SEC#: 801-110692

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

California

Registered Investment Advisory firm - (6/30/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/31/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(3/23/2018)

IAR

Missouri
(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

State Security Law Exam

IAR

Series 65

Date: 3/2/2016

Uniform Investment Adviser Law Examination

Current Firm

C2 PRIVATE WEALTH

C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.

CRD#: 151501 / SEC#: 801-110692

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

California

Registered Investment Advisory firm - (6/30/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/31/2017 Terminated)

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Contact information

Main Address

29409 Haggerty Road Suite 200, Novi, MI 48377

Mailing Address

Phone number

(248) 567-6688

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (3/3/2025)

Regulatory assets under management

Total Number of Accounts	7,639
AUM (Assets Under Management)	$ 1,181,835,232

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.

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Joshua L. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Lee Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

C2 PRIVATE WEALTH

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

C2 PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2016

Current Firm

C2 PRIVATE WEALTH

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

C2 PRIVATE WEALTH

TRUST BUT VERIFY

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