Cpa
CurrentProvide tax planning, tax compliance, and other accounting services for individuals, corporations, partnerships and not-for-profit entities
Oct 2012 - Present
AeroLeads people directory · profile
Jason Ackerman, Cpa, Cfp®, Cgma Email & Phone Number
CPA at BNA CPAs & Advisors
at
BNA CPAs & Advisors
1 work email found
@bnacpa.com
3 phones found area 704 and 803
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CPA at BNA CPAs & Advisors
Location
Rock Hill, South Carolina, United States
Who is Jason Ackerman, Cpa, Cfp®, Cgma? Overview
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Quick answer
Jason Ackerman, Cpa, Cfp®, Cgma is listed as CPA at BNA CPAs & Advisors at BNA CPAs & Advisors, based in Rock Hill, South Carolina, United States. AeroLeads shows a work email signal at bnacpa.com, phone signal with area code 704, 803, and a matched LinkedIn profile for Jason Ackerman, Cpa, Cfp®, Cgma.
Jason Ackerman, Cpa, Cfp®, Cgma previously worked as CPA at Bna Cpas & Advisors and Chief Financial Officer & Co-Founder at Wealthrabbit. Jason Ackerman, Cpa, Cfp®, Cgma holds Bachelor Of Science (Bs), Accounting from Nyu Stern School Of Business.
Company email context
Email format at BNA CPAs & Advisors
This section adds company-level context without repeating Jason Ackerman, Cpa, Cfp®, Cgma's masked contact details.
{first}@bnacpa.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jason Ackerman, Cpa, Cfp®, Cgma. Compare company email patterns before reaching out.
Profile bio
About Jason Ackerman, Cpa, Cfp®, Cgma
I am a CPA that enjoys helping businesses become more profitable with the help of the right technology, accounting, and tax solutions. I'm a futurist - I love thinking about how the world is changing and how I can keep my firm and my clients ahead of the curve. When i'm not accounting I enjoy food blogging with my wife at Scallionpancake and hanging out with my two pugs.
Listed skills include Accounting, Tax, Tax Research, Tax Accounting, and 28 others.
Current workplace
Jason Ackerman, Cpa, Cfp®, Cgma's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Jason Ackerman, Cpa, Cfp®, Cgma work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer & Co-Founder
CurrentWealthRabbit is the first fully digital Simple IRA solution. An idea that my brother and I have had since 2017 has come to life - to allow small businesses and their employees an easy way to setup and manage their simple IRAs. We have also partnered with Blackrock to design low cost portfolios for employees that helps them save for retirement.
Feb 2024 - Present
Chief Eating Officer
CurrentCurrently eating my way through Charlotte and around the world with my wife and two pugs. Check out our adventures at scallionpancake.com
Aug 2015 - Present
Associate & Senior Associate
Manage and Review Domestic and International Tax Compliance Engagements for Real Estate Funds and Other Financial Services Organizations
Dec 2009 - Sep 2012
Intern
Jun 2008 - Aug 2008
Aug 2003 - Jan 2004
1 education record
Jason Ackerman, Cpa, Cfp®, Cgma education
-
Nyu Stern School Of Business
FAQ
Frequently asked questions about Jason Ackerman, Cpa, Cfp®, Cgma
Quick answers generated from the profile data available on this page.
What company does Jason Ackerman, Cpa, Cfp®, Cgma work for?
Jason Ackerman, Cpa, Cfp®, Cgma works for BNA CPAs & Advisors.
What is Jason Ackerman, Cpa, Cfp®, Cgma's role at BNA CPAs & Advisors?
Jason Ackerman, Cpa, Cfp®, Cgma is listed as CPA at BNA CPAs & Advisors at BNA CPAs & Advisors.
What is Jason Ackerman, Cpa, Cfp®, Cgma's email address?
AeroLeads has found 1 work email signal at @bnacpa.com for Jason Ackerman, Cpa, Cfp®, Cgma at BNA CPAs & Advisors.
What is Jason Ackerman, Cpa, Cfp®, Cgma's phone number?
AeroLeads has found 3 phone signal(s) with area code 704, 803 for Jason Ackerman, Cpa, Cfp®, Cgma at BNA CPAs & Advisors.
Where is Jason Ackerman, Cpa, Cfp®, Cgma based?
Jason Ackerman, Cpa, Cfp®, Cgma is based in Rock Hill, South Carolina, United States while working with BNA CPAs & Advisors.
What companies has Jason Ackerman, Cpa, Cfp®, Cgma worked for?
Jason Ackerman, Cpa, Cfp®, Cgma has worked for Bna Cpas & Advisors, Wealthrabbit, Scallionpancake Llc, Kpmg Us, and U.S. House Of Representatives.
How can I contact Jason Ackerman, Cpa, Cfp®, Cgma?
You can use AeroLeads to view verified contact signals for Jason Ackerman, Cpa, Cfp®, Cgma at BNA CPAs & Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jason Ackerman, Cpa, Cfp®, Cgma attend?
Jason Ackerman, Cpa, Cfp®, Cgma holds Bachelor Of Science (Bs), Accounting from Nyu Stern School Of Business.
What skills is Jason Ackerman, Cpa, Cfp®, Cgma known for?
Jason Ackerman, Cpa, Cfp®, Cgma is listed with skills including Accounting, Tax, Tax Research, Tax Accounting, Cpa, Corporate Tax, Partnership Taxation, and Tax Preparation.
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