Julia Jackson
Business Advisor @Creative Planning
Lees Summit, MO, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2023 — Present
Business Advisor @Creative Planning
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Kansas City, MO, US
Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
EDUCATION
2004 — 2008
Drury University
Bachelor of Arts (BA)
2004 — 2008
Drury University
Bachelor of Business Administration (BBA)
ABOUT JULIA JACKSON
Business Advisor at Creative Planning
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