Jonathan Andre, Cfp®
AeroLeads people directory · profile

Jonathan Andre, Cfp® Email & Phone Number

Partner, Wealth Advisor at Carson Wealth
Location: Cincinnati, Ohio, United States 3 work roles 2 schools
1 work email found @fmgonline.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fmgonline.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Carson Wealth
Role
Partner, Wealth Advisor
Location
Cincinnati, Ohio, United States
Company size
284 employees

Who is Jonathan Andre, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Andre, Cfp® is listed as Partner, Wealth Advisor at Carson Wealth, a with 284 employees, 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

This section adds company-level context without repeating Jonathan Andre, Cfp®'s masked contact details.

*@fmgonline.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Andre, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

Carson Wealth
Carson Wealth
Partner, Wealth Advisor
Cincinnati, OH, US
Website
carsonwealth.com
Employees
284
AeroLeads page
Company profile
View company profile Email format
3 roles

Jonathan Andre, Cfp® work experience

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

Wealth Advisor & Portfolio Manager, Principal

Total Wealth Planning, Llc

Cincinnati, Ohio

We 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 important priorities. It’s about life planning and gaining more comfort with your long-term financial security.

Team & coworkers

Colleagues at Carson Wealth

Other employees you can reach at carsonwealth.com. View company contacts for 284 employees →

CA Craig Anderson Craig Anderson Colleague at Carson WealthAurora, Illinois, United States View → TP Thomas Pargett, Fbs®, Cfp® Thomas Pargett, Fbs®, Cfp® Colleague at Carson WealthOmaha, Nebraska, United States View → AK Audrey Kernodle Jones Audrey Kernodle Jones Colleague at Carson WealthCarson City, Nevada, United States View → DL Daniel Leal, Crpc® (He, Him, His) Daniel Leal, Crpc® (He, Him, His) Colleague at Carson WealthOmaha, Nebraska, United States View → JP Jordan Pieper Jordan Pieper Colleague at Carson WealthOmaha, Nebraska, United States View → CC Chris Conmy, Awma® Chris Conmy, Awma® Colleague at Carson WealthUnited States View → DS Debbie Sturla Debbie Sturla Colleague at Carson WealthPetaluma, California, United States View → JM Jabin Moore Jabin Moore Colleague at Carson WealthOmaha, Nebraska, United States View → EB Elizabeth Beebe Elizabeth Beebe Colleague at Carson WealthUnited States View → EM Elizabeth Mayberry Elizabeth Mayberry Colleague at Carson WealthUrbandale, Iowa, United States View →
2 education records

Jonathan Andre, Cfp® education

Executive Certificate In Financial Planning, Financial Planning And Services

Xavier University

Certificate program for financial planners to provide a deeper knowledge and experience, earn industry recognized credentials and enhance.

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.

Who are Jonathan Andre, Cfp®'s colleagues at Carson Wealth?

Jonathan Andre, Cfp®'s colleagues at Carson Wealth include Craig Anderson, Thomas Pargett, Fbs®, Cfp®, Audrey Kernodle Jones, Daniel Leal, Crpc® (He, Him, His), and Jordan Pieper.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.