Julia Jackson is a seasoned business advisor currently with Creative Planning since July 2023, specializing in wealth management and business consulting. Prior experience includes serving as a business advisor at BerganKDV from April 2020 to July 2023 and a senior managing consultant at BKD CPAs & Advisors from 2008 to April 2020, where expertise was provided in identifying issues and facilitating investment decisions. Julia also held roles as a staff accountant and financial assistant earlier in career, showcasing a comprehensive background in auditing and financial management. Julia holds two degrees from Drury University, a Bachelor of Business Administration in Accounting and a Bachelor of Arts in Criminology and Global Studies.
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