Jordan Acer (CRD# 5590975) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has over 6 years of experience in the finance industry. Jordan Acer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concordia Wealth Planning, LLC | Powell, OH | Jan 2022 - Current | 2 |
| Nvest Wealth Strategies, Inc. | Powell, OH | Feb 2019 - Current | 5 |
| Wealthstone Inc. | Columbus, OH | Aug 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- OH
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$276,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH, PR, TX
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