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Jordan Acer, CFP®, CIMA®
Partner & Wealth Planner at Concordia Wealth Planning, LLC
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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investments
Contact Details
Email (Verified)
jorXXXXXXXXXXXXXXXXXomMobile Number
+91XXXXXXXXXXEducation
the ohio state university fisher college of business
BS
2003 - 2007
dublin coffman
1999 - 2003
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Contact Representative
social security administration | Columbus, Ohio
2010 - 2012