Jordan Acer's Location
Columbus, OH, US
Jordan Acer's Work
- Partner and Wealth Planner @ Concordia Wealth Planning LLC
- Certified Financial Planner (CFP) @ Nvest Wealth Strategies, Inc.
- Director of Wealth Planning and Family Wealth Advisor @ WealthStone (now Sequoia Financial Group)
- Director of Investment Operations @ WealthStone (now Sequoia Financial Group)
- Investment Operations Associate @ WealthStone (now Sequoia Financial Group)
- Contact Representative @ Social Security Administration
- Private Wealth Managment Client Link Analyst @ Morgan Stanley
- Intermediate Service Representative @ Morgan Stanley
- Campus Ministry BGSU @ Cru
Jordan Acer's Education
- The Ohio State University - The Max M. Fisher College of Business
BS
2003 - 2007 - Dublin Coffman1999 - 2003
Jordan Acer's Summary
Jordan Acer, based in Columbus, OH, US, is currently a Partner and Wealth Planner at Concordia Wealth Planning LLC, bringing experience from previous roles at Nvest Wealth Strategies, Inc. and WealthStone (now Sequoia Financial Group). Jordan Acer holds a 2003 - 2007 BS @ The Ohio State University - The Max M. Fisher College of Business. Jordan Acer has 2 emails on RocketReach.
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