Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

Louisville

Client Advisory

Biography

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Investment Fiduciary®
  • Qualified Plan Financial Consultant

Connect with Nick

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.