Jordan Acer, CFP®, CIMA®'s Email & Phone Number
Partner & Wealth Planner at Concordia Wealth Planning, LLC
Jordan Acer, CFP®, CIMA® Email Addresses
Jordan Acer, CFP®, CIMA® Phone Numbers
Jordan Acer, CFP®, CIMA®'s Work Experience
Concordia Wealth Planning LLC
Partner & Wealth Planner
January 2022 to Present
Nvest Wealth Strategies, Inc.
Financial Advisor
February 2019 to Present
Nvest Wealth Strategies, Inc.
Certified Financial Planner (CFP)
February 2019 to December 2021
WealthStone, Inc.
Director of Wealth Planning
March 2018 to January 2019
WealthStone, Inc.
Family Wealth Advisor
May 2017 to January 2019
WealthStone, Inc.
Director of Investment Operations
July 2014 to May 2017
WealthStone, Inc.
Investment Operations Associate
August 2012 to July 2014
Social Security Administration
Contact Representative
June 2010 to August 2012
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Jordan Acer, CFP®, CIMA®'s Education
The Ohio State University - The Max M. Fisher College of Business
January 2003 to January 2007
Dublin Coffman
January 1999 to January 2003
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Frequently Asked Questions about Jordan Acer, CFP®, CIMA®
What is Jordan Acer email address?
Email Jordan Acer at [email protected] and [email protected]. This email is the most updated Jordan Acer's email found in 2024.
How to contact Jordan Acer?
To contact Jordan Acer send an email to [email protected] or [email protected].
What company does Jordan Acer, CFP®, CIMA® work for?
Jordan Acer, CFP®, CIMA® works for Nvest Wealth Strategies, Inc.
What is Jordan Acer, CFP®, CIMA®'s role at Nvest Wealth Strategies, Inc.?
Jordan Acer, CFP®, CIMA® is Financial Advisor
What is Jordan Acer, CFP®, CIMA®'s Phone Number?
Jordan Acer, CFP®, CIMA®'s phone (216) ***-*375
What industry does Jordan Acer, CFP®, CIMA® work in?
Jordan Acer, CFP®, CIMA® works in the Investment Management industry.
Jordan Acer, CFP®, CIMA® Email Addresses
Jordan Acer, CFP®, CIMA® Phone Numbers
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Jordan Acer, CFP®, CIMA®'s Ranking
Ranked #272 out of 5,449 for Financial Advisor in Ohio
Jordan Acer, CFP®, CIMA®'s Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Jordan Acer, CFP®, CIMA®'s Willingness to Change Jobs
Unlikely
Likely
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Jordan Acer, CFP®, CIMA®'s Social Media Links
/in/jordan-acer