Joshua Jackson is a registered investment advisor at C2 Private Wealth, based in Columbia, MO, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,066 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee will not exceed 1.00% annually, but is negotiable on a client-by-client basis. Clients also pay a platform fee ranging from 0.00% to 0.50% and may pay an additional 0.05% for tax-loss harvesting services.
Fee Estimator
Location
3622 Endeavor Ave, Suite 113, Columbia, MO, 65201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua works as an insurance agent selling insurance services and products through Senior Planning Advisors, Inc. This activity is investment-related and takes up more than half of Joshua's time.
Employment History
Current Registrations
C2 Private Wealth
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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