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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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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 company 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

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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 →

BM Brian Mahaffey Brian Mahaffey Colleague at Edelman Financial Engines Sunnyvale, California, United States, United States View → MG Michael Gavin, Crpc Michael Gavin, Crpc Colleague at Edelman Financial Engines Mandeville, Louisiana, United States, United States View → JS John Sperger, Cfp ® John Sperger, Cfp ® Colleague at Edelman Financial Engines Pasadena, California, United States, United States View → AM Afamia Murray, Cmp, Pmp Afamia Murray, Cmp, Pmp Colleague at Edelman Financial Engines United States, United States View → MM Mikey Mcdermott Mikey Mcdermott Colleague at Edelman Financial Engines Centreville, Virginia, United States, United States View → AB Autumn Butler, Cfp®, Afc® Autumn Butler, Cfp®, Afc® Colleague at Edelman Financial Engines Pittsburgh, Pennsylvania, United States, United States View → KC Kristine Chaze Kristine Chaze Colleague at Edelman Financial Engines United States, United States View → KC Kristine Chaze Kristine Chaze Colleague at Edelman Financial Engines Washington DC-Baltimore Area, United States View → BW Becky Weisnicht Becky Weisnicht Colleague at Edelman Financial Engines Oconomowoc, Wisconsin, United States, United States View → SG Sean Glazier Sean Glazier Colleague at Edelman Financial Engines Cleveland, Ohio, United States, 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 Brian Mahaffey, Michael Gavin, Crpc, John Sperger, Cfp ®, Afamia Murray, Cmp, Pmp, and Mikey Mcdermott.

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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