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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

Latest Insights

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Nick Jackson

Financial Planning

In-Service Withdrawals from Employee Retirement Plans

While your retirement funds are certainty intended for the long-term, you might be able to take money out of your 401(k), 403(b), or 457 plan while still working. If you withdraw money out of a workplace retirement plan in your fifties, will you be penalized for it? In most cases, the answer is yes. Distributions […]

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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.