Jacob Ward, Cpa, Cfp®
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Jacob Ward, Cpa, Cfp® Email & Phone Number

Senior Associate at Cerity Partners at Cerity Partners
Location: Louisville Metropolitan Area, United States 6 work roles 2 schools
1 work email found @msn.com 2 phones found area 502 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@msn.com
Direct phone (502) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cerity Partners
Role
Senior Associate at Cerity Partners
Location
Louisville Metropolitan Area, United States
Company size
211 employees

Who is Jacob Ward, Cpa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jacob Ward, Cpa, Cfp® is listed as Senior Associate at Cerity Partners at Cerity Partners, a with 211 employees, based in Louisville Metropolitan Area, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 502, and a matched LinkedIn profile for Jacob Ward, Cpa, Cfp®.

Jacob Ward, Cpa, Cfp® previously worked as Senior Associate at Cerity Partners and Tax & Business Advisor at Argi. Jacob Ward, Cpa, Cfp® holds Bachelor’S Degree, Accounting from University Of Kentucky.

Company email context

Email format at Cerity Partners

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*@msn.com
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AeroLeads found 1 current-domain work email signal for Jacob Ward, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jacob Ward, Cpa, Cfp®

Jacob Ward, Cpa, Cfp® is a Senior Associate at Cerity Partners at Cerity Partners. He possess expertise in microsoft office, public speaking, leadership, teamwork, microsoft excel and 21 more skills.

Listed skills include Microsoft Office, Public Speaking, Leadership, Teamwork, and 22 others.

Current workplace

Jacob Ward, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Senior Associate at Cerity Partners
new york, new york, united states
Website
ceritypartners.com
Employees
211
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Company profile
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6 roles

Jacob Ward, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Associate

Current
Cerity Partners

Louisville, Kentucky, United States

•ARGI Financial Group merged with Cerity Partners in January 2023

Jan 2023 - Present

Tax & Business Advisor

Argi

Louisville, Kentucky, United States

Dec 2020 - Jan 2023

Summer Fellow

Omegafi

Columbus, Georgia Area

May 2015 - Aug 2015
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

SW Steve Walker Steve Walker Colleague at Cerity PartnersIrvine, California, United States View → MK Mikel Keifer, Cfa Mikel Keifer, Cfa Colleague at Cerity PartnersLafayette, California, United States View → JT James Tomasovich, Cima® James Tomasovich, Cima® Colleague at Cerity PartnersPittsburgh, Pennsylvania, United States View → CK Colette Kolanko, Cpa Pfs, Cfp®,Cdfa® Colette Kolanko, Cpa Pfs, Cfp®,Cdfa® Colleague at Cerity PartnersWashington Dc-Baltimore Area, United States View → CG Cameron Grimm Cameron Grimm Colleague at Cerity PartnersNew York City Metropolitan Area, United States View → JB Jared Brown Jared Brown Colleague at Cerity PartnersLouisville, Kentucky, United States View → SJ Shaadi Jahanbakhsh-Tehran Shaadi Jahanbakhsh-Tehran Colleague at Cerity PartnersNew York, United States View → EB Ethan Bresson (Student) Ethan Bresson (Student) Colleague at Cerity PartnersGreater Indianapolis, United States View → NW Nicholas Wheeler Nicholas Wheeler Colleague at Cerity PartnersFort Wayne, Indiana, United States View → LW Lissa Walker, Cpa Lissa Walker, Cpa Colleague at Cerity PartnersOrange County, California, United States View →
2 education records

Jacob Ward, Cpa, Cfp® education

Bachelor’S Degree, Accounting

University Of Kentucky

Activities and Societies: Delta Sigma Phi- President and Treasurer

FAQ

Frequently asked questions about Jacob Ward, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jacob Ward, Cpa, Cfp® work for?

Jacob Ward, Cpa, Cfp® works for Cerity Partners.

What is Jacob Ward, Cpa, Cfp®'s role at Cerity Partners?

Jacob Ward, Cpa, Cfp® is listed as Senior Associate at Cerity Partners at Cerity Partners.

What is Jacob Ward, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @msn.com for Jacob Ward, Cpa, Cfp® at Cerity Partners.

What is Jacob Ward, Cpa, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 502 for Jacob Ward, Cpa, Cfp® at Cerity Partners.

Where is Jacob Ward, Cpa, Cfp® based?

Jacob Ward, Cpa, Cfp® is based in Louisville Metropolitan Area, United States while working with Cerity Partners.

What companies has Jacob Ward, Cpa, Cfp® worked for?

Jacob Ward, Cpa, Cfp® has worked for Cerity Partners, Argi, King + Company, Cpas, Louis T Roth & Co Pllc, and Omegafi.

Who are Jacob Ward, Cpa, Cfp®'s colleagues at Cerity Partners?

Jacob Ward, Cpa, Cfp®'s colleagues at Cerity Partners include Steve Walker, Mikel Keifer, Cfa, James Tomasovich, Cima®, Colette Kolanko, Cpa Pfs, Cfp®,Cdfa®, and Cameron Grimm.

How can I contact Jacob Ward, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Jacob Ward, Cpa, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Jacob Ward, Cpa, Cfp® attend?

Jacob Ward, Cpa, Cfp® holds Bachelor’S Degree, Accounting from University Of Kentucky.

What skills is Jacob Ward, Cpa, Cfp® known for?

Jacob Ward, Cpa, Cfp® is listed with skills including Microsoft Office, Public Speaking, Leadership, Teamwork, Microsoft Excel, Social Media, Customer Service, and General Ledger.

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