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Jonathan Nida, Cfp® Email & Phone Number

Financial Planner at Edelman Financial Engines
Location: Shreveport, Louisiana, United States 4 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Edelman Financial Engines
Role
Financial Planner
Location
Shreveport, Louisiana, United States
Company size
1029 employees

Who is Jonathan Nida, Cfp®? Overview

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Quick answer

Jonathan Nida, Cfp® is listed as Financial Planner at Edelman Financial Engines, a with 1029 employees, based in Shreveport, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Nida, Cfp®.

Jonathan Nida, Cfp® previously worked as Workplace Planning Financial Planner at Edelman Financial Engines and Investment Advisor at Edelman Financial Engines. Jonathan Nida, Cfp® holds Bachelor Of Science, Biology from Louisiana Tech University.

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Email format at Edelman Financial Engines

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Edelman Financial Engines

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Profile bio

About Jonathan Nida, Cfp®

I'm a skilled financial professional with comprehensive investment expertise. I have a successful track record of developing customized financial strategies to meet or exceed customer objectives. My experience includes managing multiple portfolios with continual analysis of economic trends to determine appropriate asset allocation in addition to evaluating business and investment opportunities. With strong business acumen, I drive operations, champion business development and growth, and lead strong productive teams.

Current workplace

Jonathan Nida, Cfp®'s current company

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Edelman Financial Engines
Edelman Financial Engines
Financial Planner
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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4 roles

Jonathan Nida, Cfp® work experience

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

Principal

Nida Montgomery Wealth Advisors

I delivered financial solutions to healthcare industry clients by building long-lasting relationships, identifying financial goals, and analyzing the financial landscape. • Sustained 98% annual client retention.• 100% of retiring clients successfully retired meeting or exceeding retirement income goals.

Jul 2015 - Jun 2023

Financial Advisor

Merrill Lynch

Shreveport, Louisiana Area

I cultivated a pipeline of affluent clients fostering client relations, reviewing investment goals, and preparing investment recommendations in alignment with client goals. • Recognized as a top 3 contributor in the Dallas Complex as part of the Practice Management Development (PMD) program.

May 2014 - Jun 2015
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

CM Connor Murphy Connor Murphy Colleague at Edelman Financial EnginesDallas, Texas, United States View → BM Bryan Moreen Bryan Moreen Colleague at Edelman Financial EnginesWest Bloomfield, Michigan, United States View → KH Kathy Harder Kathy Harder Colleague at Edelman Financial EnginesChesterfield, Missouri, United States View → LV Louis Victor M. Louis Victor M. Colleague at Edelman Financial EnginesWashington, District Of Columbia, United States View → DW Dylan Wilkinson Dylan Wilkinson Colleague at Edelman Financial EnginesGreater Phoenix Area, United States View → SS Sanchitha S Hebbar Sanchitha S Hebbar Colleague at Edelman Financial EnginesBangalore Urban, Karnataka, India View → MG Martha Gebrehewot Martha Gebrehewot Colleague at Edelman Financial EnginesCentreville, Virginia, United States View → MK Min Kim Min Kim Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → DR Deepika Raman Deepika Raman Colleague at Edelman Financial EnginesFairfax, Virginia, United States View → CM Claire Mork, Cfp® Claire Mork, Cfp® Colleague at Edelman Financial EnginesDenver, Colorado, United States View →
2 education records

Jonathan Nida, Cfp® education

FAQ

Frequently asked questions about Jonathan Nida, Cfp®

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

What company does Jonathan Nida, Cfp® work for?

Jonathan Nida, Cfp® works for Edelman Financial Engines.

What is Jonathan Nida, Cfp®'s role at Edelman Financial Engines?

Jonathan Nida, Cfp® is listed as Financial Planner at Edelman Financial Engines.

Where is Jonathan Nida, Cfp® based?

Jonathan Nida, Cfp® is based in Shreveport, Louisiana, United States while working with Edelman Financial Engines.

What companies has Jonathan Nida, Cfp® worked for?

Jonathan Nida, Cfp® has worked for Edelman Financial Engines, Nida Montgomery Wealth Advisors, and Merrill Lynch.

Who are Jonathan Nida, Cfp®'s colleagues at Edelman Financial Engines?

Jonathan Nida, Cfp®'s colleagues at Edelman Financial Engines include Connor Murphy, Bryan Moreen, Kathy Harder, Louis Victor M., and Dylan Wilkinson.

How can I contact Jonathan Nida, Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Nida, Cfp® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Nida, Cfp® attend?

Jonathan Nida, Cfp® holds Bachelor Of Science, Biology from Louisiana Tech University.

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