Josh Keith Ackerman

Current Employers

Employment History

• 11/2006 → Present
  Context Financial Llc
  Lexington, KY
• 10/2019 → Present
  Gatton College Of Business And Economics
  Lexington, KY

Previous Registrations

• 2011-07-21 → 2015-12-31
  Lpl Financial Llc
  Lexington, KY
• 2011-05-19 → 2015-12-31
  Wilson Financial Services Inc.
  Dry Ridge, KY
  Lexington, KY

Other Businesses

1) Joshua Keith Ackerman is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Context Financial LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Context Financial LLC in connection with such individual's activities outside of Context Financial LLC. 2) Gatton College of Business & Economics. University of Kentucky; Investment related: No; Location: 550 South Limestone Lexington KY 40506 USA; Position: Instructor ; Responsibilities Duties: Instructor over the Finance & Quantitative Methods program at Gatton College of Business. ; Start date: 2019-10-22; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes; Additional notes: Please note this position is only for 6 months out of the year. Therefore 0 hours are devoted to this position 6 months out of the year.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-04-22

Designations