Jason Waters, Cfp® Email and Phone Number
Jason Waters, Cfp® work email
- Valid
- Valid
Jason Waters, Cfp® personal email
At Cerity Partners, I work with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services:∙ Comprehensive financial planning∙ Investment management∙ Business management and accounting services∙ Corporate benefits education for employees∙ Business retirement plan management and consulting services∙ Tax preparation and planning
Cerity Partners
View- Website:
- ceritypartners.com
- Employees:
- 211
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Managing Partner Kentucky MarketCerity Partners Jun 2023 - PresentUnited States
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PartnerCerity Partners Jan 2023 - PresentLouisville, Kentucky, United States
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Financial Advisor / Certified Financial Planner™Argi Financial Group Jul 2006 - PresentLouisville, KyI began my career with ARGI in 2006, after graduating from Western Kentucky University with a Bachelor of Science degree in finance with an emphasis in financial planning, and a Certificate in Financial Planning. I enjoy the challenge of complex, high-level financial planning for high net worth individuals and families. My utmost priority is the security and well-being of our valued clients, and we strive to surpass their expectations at every chance we get. My team specializes in working with corporate executives to integrate and maximize benefit and compensation options into their comprehensive financial plans.
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Vp, Personal PlanningArgi Financial Group Jun 2016 - Jan 2023
Jason Waters, Cfp® Skills
Jason Waters, Cfp® Education Details
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Finance, Marketing
Frequently Asked Questions about Jason Waters, Cfp®
What company does Jason Waters, Cfp® work for?
Jason Waters, Cfp® works for Cerity Partners
What is Jason Waters, Cfp®'s role at the current company?
Jason Waters, Cfp®'s current role is Managing Partner | Kentucky Market.
What is Jason Waters, Cfp®'s email address?
Jason Waters, Cfp®'s email address is ja****@****rgi.net
What schools did Jason Waters, Cfp® attend?
Jason Waters, Cfp® attended Western Kentucky University.
What skills is Jason Waters, Cfp® known for?
Jason Waters, Cfp® has skills like Retirement Planning, Investment Management, Executive Compensation Planning, Financial Services, Leadership, Financial Planning, Compensation And Benefits.
Who are Jason Waters, Cfp®'s colleagues?
Jason Waters, Cfp®'s colleagues are Geoffrey Newman, William Horner, Mallary Lloyd, Gerard Zweers, James Tomasovich, Cima®, Spencer Roule, Bettie Pickett.
Not the Jason Waters, Cfp® you were looking for?
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Jason Waters, CFP®
Managing Member @ Waters Financial And Senior Loan Officer At Affinity Home Lending, Nmls# 623984Marietta, Ga2affinityhomelending.com, georgianbank.com3 +140440XXXXX
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