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Jordan Acer, CFP®, CIMA®

Partner & Wealth Planner at Concordia Wealth Planning, LLC

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Education Overview

the ohio state university fisher college of business

dublin coffman

Companies Overview

concordia wealth planning llc

nvest wealth strategies inc.

wealthstone inc.

social security administration

morgan stanley

cru

Experience Overview

16.6 Years

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Experience

Partner & Wealth Planner

concordia wealth planning llc | Powell, Ohio, United States

2022 - Present

Certified Financial Planner (CFP)

nvest wealth strategies inc. | Powell, Ohio

2019 - 2021

Director of Wealth Planning

wealthstone inc. | Columbus, Ohio

2012 - 2019

Contact Representative

social security administration | Columbus, Ohio

2010 - 2012

Private Wealth Managment Client Link Analyst

morgan stanley | Columbus, Ohio

2008 - 2010

Campus Ministry BGSU

cru | Bowling Green, OH

2007 - 2008

Skills

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investments

Contact Details

Email (Verified)

jorXXXXXXXXXXXXXXXXXom

Mobile Number

+91XXXXXXXXXX

Education

the ohio state university fisher college of business

BS

2003 - 2007

dublin coffman

1999 - 2003

Frequently asked questions

What company does Jordan Acer, CFP®, CIMA® work for?

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Jordan Acer, CFP®, CIMA® works for concordia wealth planning llc

What is Jordan Acer, CFP®, CIMA® role in his workplace?

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Jordan Acer, CFP®, CIMA®'s role in his workplace is Partner & Wealth Planner

What is Jordan Acer, CFP®, CIMA®'s tenure in his workplace?

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Jordan Acer, CFP®, CIMA®'s tenure in his workplace is 2.84 years

What is Jordan Acer, CFP®, CIMA®'s total experience?

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Jordan Acer, CFP®, CIMA®'s total experience is 16.58 years

What is Jordan Acer, CFP®, CIMA®'s LinkedIn profile?

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Jordan Acer, CFP®, CIMA®'s LinkedIn profile can be found here

What is Jordan Acer, CFP®, CIMA®'s email address?

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Jordan Acer, CFP®, CIMA®'s email address is jorXXXXXXXXXXXXXXXXXom. Unlock here

What is Jordan Acer, CFP®, CIMA®'s phone/WhatsApp number?

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Jordan Acer, CFP®, CIMA®'s phone number is +91XXXXXXXXXX. Unlock here

What schools did Jordan Acer, CFP®, CIMA® attend?

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Jordan Acer, CFP®, CIMA® has attended the ohio state university fisher college of business, dublin coffman

What companies has Jordan Acer, CFP®, CIMA® worked with?

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Jordan Acer, CFP®, CIMA® has worked with concordia wealth planning llc, nvest wealth strategies inc., wealthstone inc., social security administration, morgan stanley, cru

What are some of Jordan Acer, CFP®, CIMA®'s skills?

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Jordan Acer, CFP®, CIMA® has skills in investments and more.

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