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Jonathan Andre, Cfp® Email & Phone Number
Partner, Wealth Advisor
at
Carson Wealth
1 work email found
@fmgonline.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Jonathan Andre, Cfp®? Overview
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Quick answer
Jonathan Andre, Cfp® is listed as Partner, Wealth Advisor at Carson Wealth, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fmgonline.com and a matched LinkedIn profile for Jonathan Andre, Cfp®.
Jonathan Andre, Cfp® previously worked as Wealth Advisor & Portfolio Manager, Principal at Total Wealth Planning, Llc. Jonathan Andre, Cfp® holds Executive Certificate In Financial Planning, Financial Planning And Services from Xavier University.
Company email context
Email format at Carson Wealth
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*@fmgonline.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Andre, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Andre, Cfp®
As Investment Portfolio Manager, I manage clients’ investment portfolios in accordance with their investment goals and Total Wealth Plannings’s Investment Policy Committee recommendations. As Wealth Advisor, I meet with clients directly to provide investment advice. As a member of the Investment Policy Committee, I am responsible for providing on-going investment and economic research information.Besides my investment experience, I also have comprehensive wealth management experience and knowledge, which includes a specialized expertise involving complex executive compensation programs including non-qualified employee stock options, incentive stock options, and both restricted and performance based shares.I have a Bachelor of Science in Business Administration degree specializing in Finance from Xavier University and I am CERTIFIED FINANCIAL PLANNER™. I am also a member of the National Association of Personal Financial Advisors (NAPFA), which is an organization of FEE-ONLY financial advisors.Specialties: Investments, Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, Executive Compensation/Stock Options & Personal Financial Management.
Listed skills include Retirement Planning, Investments, Estate Planning, Financial Planners, and 9 others.
Current workplace
Jonathan Andre, Cfp®'s current company
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2 roles
Jonathan Andre, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor & Portfolio Manager, Principal
CurrentWe provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other.
May 2002 - Present
2 education records
Jonathan Andre, Cfp® education
Executive Certificate In Financial Planning, Financial Planning And Services
Bsba, Finance
FAQ
Frequently asked questions about Jonathan Andre, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Andre, Cfp® work for?
Jonathan Andre, Cfp® works for Carson Wealth.
What is Jonathan Andre, Cfp®'s role at Carson Wealth?
Jonathan Andre, Cfp® is listed as Partner, Wealth Advisor at Carson Wealth.
What is Jonathan Andre, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fmgonline.com for Jonathan Andre, Cfp® at Carson Wealth.
Where is Jonathan Andre, Cfp® based?
Jonathan Andre, Cfp® is based in Cincinnati, Ohio, United States while working with Carson Wealth.
What companies has Jonathan Andre, Cfp® worked for?
Jonathan Andre, Cfp® has worked for Carson Wealth and Total Wealth Planning, Llc.
How can I contact Jonathan Andre, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Andre, Cfp® at Carson Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Andre, Cfp® attend?
Jonathan Andre, Cfp® holds Executive Certificate In Financial Planning, Financial Planning And Services from Xavier University.
What skills is Jonathan Andre, Cfp® known for?
Jonathan Andre, Cfp® is listed with skills including Retirement Planning, Investments, Estate Planning, Financial Planners, Personal Finance, Strategic Financial Planning, Financial Advisory, and Wealth Management.
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