Nicholas
Jackson
Argi Investment Services, LLC
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About this Advisor
Nicholas Jackson is a financial advisor working out of Louisville, Kentucky who has 4 years of relevant experience. Jackson is an employee of Argi Investment Services, LLC. Jackson has gained experience at Argi Investment Services, Unified Trust Company, University Of Kentucky College Of Law, University Of Louisville and Cerity Partners. Jackson has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Kentucky. Argi Investment Services, LLC is an advisory company operating out of Louisville, KY. The investment advisory business has offices in eight locations and a total of 169 advisors. It handles $5 billion in assets between its 15,255 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 17 charities and foundations. Of its 15,255 accounts, 28% belong to high-net-worth clients who have at least $1 million in investable assets. Argi Investment Services, LLC offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is offered. However, fees charged by Argi Investment Services, LLC most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Nicholas Jackson Work History
Nicholas has been registered as a financial advisor for 4 years.*
Cerity Partners
Argi Investment Services
Unified Trust Company
University Of Kentucky College Of Law
University Of Louisville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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