Jordan Wise, Cfp®

Jordan Wise, Cfp® Email and Phone Number

Financial Advisor @ Wise Wealth Management
United States
Jordan Wise, Cfp®'s Location
United States, United States
Jordan Wise, Cfp®'s Contact Details
About Jordan Wise, Cfp®

Jordan Wise, Cfp® is a Financial Advisor at Wise Wealth Management. He possess expertise in series 6, series 7, series 63, mutual funds, etf and 1 more skills.

Jordan Wise, Cfp®'s Current Company Details
Wise Wealth Management

Wise Wealth Management

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Financial Advisor
United States
Website:
wisewealthmgmt.com
Employees:
1
Jordan Wise, Cfp® Work Experience Details
  • Wise Wealth Management
    Financial Advisor
    Wise Wealth Management
    United States
    View
  • Wise Wealth Management
    Wealth Manager
    Wise Wealth Management Jan 2021 - Present
    View
  • The Wise Insurance Agency
    Staff
    The Wise Insurance Agency Jan 2021 - Present
    View
  • Guardia Trust Insurance
    Staff
    Guardia Trust Insurance Aug 2022 - Present
    View
  • Innovator Etfs
    External Sales Consultant
    Innovator Etfs Jan 2020 - Jan 2021
    Wheaton, Illinois, Us
    View
  • Wisdomtree Asset Management
    Associate Director
    Wisdomtree Asset Management May 2019 - Jan 2020
    New York, Ny, Us
    View
  • Goldman Sachs
    Regional Director
    Goldman Sachs Jan 2016 - Mar 2019
    New York, New York, Us
    View
  • Goldman Sachs
    Regional Consultant
    Goldman Sachs Sep 2013 - Dec 2015
    New York, New York, Us
    View
  • Lincoln Financial Group
    Leadership Preparation Program
    Lincoln Financial Group Aug 2011 - Aug 2013
    Radnor, Pa, Us
    View

Jordan Wise, Cfp® Skills

Series 6 Series 7 Series 63 Mutual Funds Etf Sales

Jordan Wise, Cfp® Education Details

  • University Of Saint Francis
    University Of Saint Francis
    Business Administration And Management
  • University Of Saint Francis
    University Of Saint Francis
    Business Administration; Management And Marketing

Frequently Asked Questions about Jordan Wise, Cfp®

What company does Jordan Wise, Cfp® work for?

Jordan Wise, Cfp® works for Wise Wealth Management

What is Jordan Wise, Cfp®'s role at the current company?

Jordan Wise, Cfp®'s current role is Financial Advisor.

What is Jordan Wise, Cfp®'s email address?

Jordan Wise, Cfp®'s email address is jo****@****tfs.com

What schools did Jordan Wise, Cfp® attend?

Jordan Wise, Cfp® attended University Of Saint Francis, University Of Saint Francis.

What skills is Jordan Wise, Cfp® known for?

Jordan Wise, Cfp® has skills like Series 6, Series 7, Series 63, Mutual Funds, Etf, Sales.

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