Josh Jackson, RICP®

Josh Jackson is an advisor at C2 Private Wealth and manages our Columbia, Missouri office. He has worked in the financial services industry since 2011. Josh is a Fiduciary who has passed the Series 65 securities exam and holds a life and health insurance license in Michigan. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.

‍

After graduating with a Bachelor of Arts degree in finance from Washburn University, Josh began working on the case design team for a national firm, using a wide variety of strategies to help build income plans for independent financial advisors across the United States. He has assisted in building thousands of retirement income plans that work for each client's unique situation and eventually became the director of the case design team. With his RICP® designation and expertise he's gained throughout his career; Josh creates custom plans for his clients that help them to accomplish the many different goals they have for their retirement. For Josh, using his extensive experience to help his clients achieve the best retirement possible is his number one goal. Josh and his wife, Kelsey, have four children and live in Ashland, Missouri.