JJ
JJ

Joshua Lee Jackson

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

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Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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History

Regulatory History
Clean regulatory record

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.

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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
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ae Wealth Management, LLC
May 2016 - July 2017 · 1 yr 2 mos
State Registrations2 states
MIMO
Advisor
Exams
No exam information available for this advisor.