Managing Partner Kentucky Market
Current
Jun 2023 - Present
AeroLeads people directory · profile
Jason Waters, Cfp® Email & Phone Number
Managing Partner | Kentucky Market
at
Cerity Partners
1 work email found
@ceritypartners.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner | Kentucky Market
Location
Elizabethtown, Kentucky, United States
Company size
Who is Jason Waters, Cfp®? Overview
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Quick answer
Jason Waters, Cfp® is listed as Managing Partner | Kentucky Market at Cerity Partners, a with 211 employees, based in Elizabethtown, Kentucky, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Jason Waters, Cfp®.
Jason Waters, Cfp® previously worked as Managing Partner Kentucky Market at Cerity Partners and Partner at Cerity Partners. Jason Waters, Cfp® holds Bachelor Of Science, Finance, Marketing from Western Kentucky University.
Company email context
Email format at Cerity Partners
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*@ceritypartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jason Waters, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jason Waters, Cfp®
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
Listed skills include Retirement Planning, Investment Management, Executive Compensation Planning, Financial Services, and 3 others.
Current workplace
Jason Waters, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
4 roles
Jason Waters, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner
Current
Jan 2023 - Present
Financial Advisor / Certified Financial Planner™
CurrentI 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.
Jul 2006 - Present
Vp, Personal Planning
Jun 2016 - Jan 2023
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
DC
David Campbell
Colleague at Cerity PartnersSan Francisco, California, United States
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JB
Jordan Bales
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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TC
Trevin Cox
Colleague at Cerity PartnersLouisville, Kentucky, United States
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MS
Marie Smith, Cfp®
Colleague at Cerity PartnersBaltimore, Maryland, United States
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CH
Carolyn Harper
Colleague at Cerity PartnersLouisville, Kentucky, United States
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TR
Tara Ryan
Colleague at Cerity PartnersSaratoga Springs, New York, United States
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VW
Valerie Weinfeld
Colleague at Cerity PartnersUnited States
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WS
William Speciale, Jd, Mst
Colleague at Cerity PartnersBoston, Massachusetts, United States
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GF
Grace Finn
Colleague at Cerity PartnersNew York, United States
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AJ
Austin Jones, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States
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David Campbell
Colleague at Cerity PartnersSan Francisco, California, United States
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JB
Jordan Bales
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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TC
Trevin Cox
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
MS
Marie Smith, Cfp®
Colleague at Cerity PartnersBaltimore, Maryland, United States
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CH
Carolyn Harper
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
TR
Tara Ryan
Colleague at Cerity PartnersSaratoga Springs, New York, United States
View →
VW
Valerie Weinfeld
Colleague at Cerity PartnersUnited States
View →
WS
William Speciale, Jd, Mst
Colleague at Cerity PartnersBoston, Massachusetts, United States
View →
GF
Grace Finn
Colleague at Cerity PartnersNew York, United States
View →
AJ
Austin Jones, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
1 education record
Jason Waters, Cfp® education
FAQ
Frequently asked questions about Jason Waters, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jason Waters, Cfp® work for?
Jason Waters, Cfp® works for Cerity Partners.
What is Jason Waters, Cfp®'s role at Cerity Partners?
Jason Waters, Cfp® is listed as Managing Partner | Kentucky Market at Cerity Partners.
What is Jason Waters, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Jason Waters, Cfp® at Cerity Partners.
Where is Jason Waters, Cfp® based?
Jason Waters, Cfp® is based in Elizabethtown, Kentucky, United States while working with Cerity Partners.
What companies has Jason Waters, Cfp® worked for?
Jason Waters, Cfp® has worked for Cerity Partners and Argi Financial Group.
Who are Jason Waters, Cfp®'s colleagues at Cerity Partners?
Jason Waters, Cfp®'s colleagues at Cerity Partners include David Campbell, Jordan Bales, Trevin Cox, Marie Smith, Cfp®, and Carolyn Harper.
How can I contact Jason Waters, Cfp®?
You can use AeroLeads to view verified contact signals for Jason Waters, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Jason Waters, Cfp® attend?
Jason Waters, Cfp® holds Bachelor Of Science, Finance, Marketing from Western Kentucky University.
What skills is Jason Waters, Cfp® known for?
Jason Waters, Cfp® is listed with skills including Retirement Planning, Investment Management, Executive Compensation Planning, Financial Services, Leadership, Financial Planning, and Compensation And Benefits.
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