AeroLeads people directory · profile
Jordan Wise, Cfp® Email & Phone Number
Financial Advisor
at
Wise Wealth Management
1 work email found
@wisewealth.ca
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
United States, United States, United States
Company size
Who is Jordan Wise, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jordan Wise, Cfp® is listed as Financial Advisor at Wise Wealth Management, a company with 1 employees, based in United States, United States, United States. AeroLeads shows a work email signal at wisewealth.ca and a matched LinkedIn profile for Jordan Wise, Cfp®.
Jordan Wise, Cfp® previously worked as Wealth Manager at Wise Wealth Management and Staff at The Wise Insurance Agency. Jordan Wise, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management from University Of Saint Francis.
Company email context
Email format at Wise Wealth Management
This section adds company-level context without repeating Jordan Wise, Cfp®'s masked contact details.
*@wisewealth.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Jordan Wise, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Series 6, Series 7, Series 63, Mutual Funds, and 2 others.
Current workplace
Jordan Wise, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wise Wealth Management
9 roles
Jordan Wise, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Current
Jan 2021 - Present
Staff
Current
Jan 2021 - Present
Staff
Current
Aug 2022 - Present
External Sales Consultant
Jan 2020 - Jan 2021
Associate Director
May 2019 - Jan 2020
Regional Director
Jan 2016 - Mar 2019
Regional Consultant
Sep 2013 - Dec 2015
Leadership Preparation Program
Aug 2011 - Aug 2013
2 education records
Jordan Wise, Cfp® education
Master Of Business Administration (Mba), Business Administration And Management
University Of Saint Francis
Bachelor, Business Administration; Management And Marketing
University Of Saint Francis
FAQ
Frequently asked questions about Jordan Wise, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jordan Wise, Cfp® work for?
Jordan Wise, Cfp® works for Wise Wealth Management.
What is Jordan Wise, Cfp®'s role at Wise Wealth Management?
Jordan Wise, Cfp® is listed as Financial Advisor at Wise Wealth Management.
What is Jordan Wise, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wisewealth.ca for Jordan Wise, Cfp® at Wise Wealth Management.
Where is Jordan Wise, Cfp® based?
Jordan Wise, Cfp® is based in United States, United States, United States while working with Wise Wealth Management.
What companies has Jordan Wise, Cfp® worked for?
Jordan Wise, Cfp® has worked for Wise Wealth Management, The Wise Insurance Agency, Guardia Trust Insurance, Innovator Etfs, and Wisdomtree Asset Management.
How can I contact Jordan Wise, Cfp®?
You can use AeroLeads to view verified contact signals for Jordan Wise, Cfp® at Wise Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jordan Wise, Cfp® attend?
Jordan Wise, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management from University Of Saint Francis.
What skills is Jordan Wise, Cfp® known for?
Jordan Wise, Cfp® is listed with skills including Series 6, Series 7, Series 63, Mutual Funds, Etf, and Sales.
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