Joshua Jackson, financial advisor Livonia MI

Joshua Jackson

CRD Number: 5841016
Current Firm: Strategic Investment Advisors, LLC

Joshua Jackson (CRD# 5841016) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Senior Planning Advisors, Inc. Livonia, MI May 2017 - Current 6
Strategic Investment Advisors, Inc. Livonia, MI Mar 2017 - Current 7
Advisors Excel Topeka, KS Jan 2011 - May 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Joshua L. Jackson
Phone Number: 248-567-6688
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    947
    MILLIONS
  • Total Number of Accounts
    7,227
    ACCOUNTS
  • Average Account Value
    $131,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, IL, MI, MO, OH, TN, TX

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