Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Louisville
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.
Nick Jackson
Financial Planning
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 […]
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
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.
