Nick Jackson, CFP®, AIF®, JD, QPFC®



Client Advisory


Nick is a Principal in the Louisville office. He provides oversight and consultation to qualified and nonqualified retirement plan sponsors through strategic plan operations such as fiduciary governance, plan design, education strategy, vendor relations, and leading plan Investment Committee meetings.

Prior to joining Cerity Partners, Nick served as Retirement Plan Advisor for ARGI Financial Group. Before ARGI, he worked for a privately held trust company as an ERISA plan consultant, where he assisted plan advisers and retirement plan sponsors to ensure compliance with fiduciary best practices.


  • B.S. in Finance from the University of Louisville
  • J.D. from the University of Kentucky


  • Accredited Investment Fiduciary®
  • Qualified Plan Financial Consultant

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