Co-Founder, Financial Planner
Current
Mar 2023 - Present
AeroLeads people directory · profile
Jacob Gardner, Cfp® Email & Phone Number
Helping Business Owners & Young Professionals Simplify Wealth Building | Co-Founder & Financial Planner at Defining Wealth Partners
at
Defining Wealth Partners
1 work email found
@definingwealth.com
1 phone found area 248
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping Business Owners & Young Professionals Simplify Wealth Building | Co-Founder & Financial Planner at Defining Wealth Partners
Location
Franklin, Tennessee, United States
Who is Jacob Gardner, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacob Gardner, Cfp® is listed as Helping Business Owners & Young Professionals Simplify Wealth Building | Co-Founder & Financial Planner at Defining Wealth Partners at Defining Wealth Partners, based in Franklin, Tennessee, United States. AeroLeads shows a work email signal at definingwealth.com, phone signal with area code 248, and a matched LinkedIn profile for Jacob Gardner, Cfp®.
Jacob Gardner, Cfp® previously worked as Co-Founder, Financial Planner at Defining Wealth Partners and Family Wealth Advisor at Tdc Investment Advisory. Jacob Gardner, Cfp® holds Bachelor Of Arts (B.A.), Financial Management from Hillsdale College.
Company email context
Email format at Defining Wealth Partners
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*@definingwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jacob Gardner, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jacob Gardner, Cfp®
Husband, father, and personal finance professional. Lover of sports, outdoors, and good coffee.
Listed skills include Leadership, Football, Powerpoint, Biology, and 23 others.
Current workplace
Jacob Gardner, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Jacob Gardner, Cfp® work experience
A career timeline built from the work history available for this profile.
Family Wealth Advisor
Feb 2019 - Mar 2023
Support Advisor
Sep 2018 - Feb 2019
Financial Planning Associate
At Washington Avenue Advisors, my role was to communicate with new clients in the assessment of goals, values, and financial situation during on-boarding as well as with current clients to obtain updates, enact transactions, and set review meetings. I was also entrusted with the execution of strategic initiatives on the enterprise level as directed by the.
Jul 2017 - Dec 2018
Internal Wholesaler
While at Jackson National, I obtained my series 6 and 63, Life and Variable Contracts licenses. I also completed an in-depth training program covering the financial industry with a focus on investments/retirement vehicles and presentation/meeting skills. In my role, I managed the sales process within a territory, made proactive phone calls, tracked.
Oct 2016 - Jul 2017
Data & Analytics Intern
During my time at Palace Sports & Entertainment (PS&E), I became proficient in data analysis, Q&A reports, and Customer Relationship Management (SalesForce). I also learned valuable team-building and leadership skills from a "Business Competition" given to the interns by the executive board, the goal of which was to come up with an idea to sell more.
Jun 2015 - Aug 2015
1 education record
Jacob Gardner, Cfp® education
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Hillsdale College
FAQ
Frequently asked questions about Jacob Gardner, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacob Gardner, Cfp® work for?
Jacob Gardner, Cfp® works for Defining Wealth Partners.
What is Jacob Gardner, Cfp®'s role at Defining Wealth Partners?
Jacob Gardner, Cfp® is listed as Helping Business Owners & Young Professionals Simplify Wealth Building | Co-Founder & Financial Planner at Defining Wealth Partners at Defining Wealth Partners.
What is Jacob Gardner, Cfp®'s email address?
AeroLeads has found 1 work email signal at @definingwealth.com for Jacob Gardner, Cfp® at Defining Wealth Partners.
What is Jacob Gardner, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for Jacob Gardner, Cfp® at Defining Wealth Partners.
Where is Jacob Gardner, Cfp® based?
Jacob Gardner, Cfp® is based in Franklin, Tennessee, United States while working with Defining Wealth Partners.
What companies has Jacob Gardner, Cfp® worked for?
Jacob Gardner, Cfp® has worked for Defining Wealth Partners, Tdc Investment Advisory, Washington Avenue Advisors, Jackson, and Palace Sports & Entertainment.
How can I contact Jacob Gardner, Cfp®?
You can use AeroLeads to view verified contact signals for Jacob Gardner, Cfp® at Defining Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jacob Gardner, Cfp® attend?
Jacob Gardner, Cfp® holds Bachelor Of Arts (B.A.), Financial Management from Hillsdale College.
What skills is Jacob Gardner, Cfp® known for?
Jacob Gardner, Cfp® is listed with skills including Leadership, Football, Powerpoint, Biology, Brazil, Community, Business Services, and Baseball.
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