Joseph Jackson Email & Phone Number
Founder and President @ Indigo Private Wealth
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Joseph Jackson Location
- Los Angeles, CA, US
Joseph Jackson Work
- Founder and President @ (March 2026 - Present)
- Vice President, Financial Consultant @ (September 2019 - February 2026)
- Financial Consultant @ (September 2015 - September 2019)
- Portfolio Specialist, Portfolio Advisory Services @ (March 2013 - September 2015)
- Client Management, Portfolio Advisory Services @ (July 2012 - March 2013)
- Retirement Solutions @ (March 2011 - July 2012)
- Investment Solutions @ (August 2010 - March 2011)
- Credit Manager @ (January 2009 - January 2010)
- Leasing Intern @ Bear Creek Capital (January 2008 - January 2009)
- Market Research Intern @ (January 2007 - January 2008)
Joseph Jackson Education
- The Ohio State University
Financial Planner Certification Program
2011-2011 - University of Cincinnati
BBA (Honors, Finance major, Commercial Real Estate minor)
2005-2009 - Audencia
International Business
2008-2008 - University of Dayton 2004-2005
- Brookville High School 2001-2005
Joseph Jackson Skills
- Financial Analysis
- Real Estate
- Investments
- Analysis
- Portfolio Management
- Sales
- Financial Advisory
- Process Improvement
- Organization
- Asset Allocation
- Mutual Funds
- Retirement Solutions
- Solutions
- Retention
Joseph Jackson Summary
- Joseph Jackson, based in Los Angeles, CA, US, is currently a Founder and President at Indigo Private Wealth. Joseph Jackson brings experience from previous roles at Fidelity Investments. Joseph Jackson holds a 2011 - 2011 Financial Planner Certification Program @ The Ohio State University. With a robust skill set that includes Financial Analysis, Real Estate, Investments, Analysis, Portfolio Management and more. Joseph Jackson has 1 mobile phone numbers on RocketReach.
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