Josh Ackerman (CRD# 5157750) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has over 13 years of experience in the finance industry. Josh Ackerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5978053
Edward Jones
CRD# 1061144
Ameriprise Financial Services, LLC
CRD# 6589185
Biechele Royce Advisors, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gatton College Of Business And Economics | Lexington, KY | Oct 2019 - Current | 4 |
| Context Financial LLC | Lexington, KY | Nov 2006 - Current | 17 |
| Wilson Financial Services Inc. | Dry Ridge, KY | May 2011 - Dec 2015 | 4 |
| Lpl Financial | Lexington, KY | Dec 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
- KY
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Total Assets Under Management14MILLIONS
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Total Number of Accounts53ACCOUNTS
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Average Account Value$254,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KY
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