Jordan Patrick, Cfp®

Jordan Patrick, Cfp® Email and Phone Number

Top 100 Financial Advisor by Investopedia | Commas & Truepoint @ Commas
Jordan Patrick, Cfp®'s Location
Lexington, Kentucky, United States, United States
About Jordan Patrick, Cfp®

Jordan Patrick, Cfp® is a Top 100 Financial Advisor by Investopedia | Commas & Truepoint at Commas.

Jordan Patrick, Cfp®'s Current Company Details
Commas

Commas

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Top 100 Financial Advisor by Investopedia | Commas & Truepoint
Jordan Patrick, Cfp® Work Experience Details
  • Commas
    Senior Financial Advisor
    Commas Dec 2023 - Present
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  • Commas
    Financial Advisor
    Commas Dec 2020 - Dec 2023
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  • Truepoint Wealth Counsel
    Senior Financial Advisor
    Truepoint Wealth Counsel Dec 2023 - Present
    View
  • Truepoint Wealth Counsel
    Financial Advisor
    Truepoint Wealth Counsel Dec 2020 - Dec 2023
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  • Truepoint Wealth Counsel
    Financial Planning Associate
    Truepoint Wealth Counsel Mar 2017 - Nov 2020
    Cincinnati, Ohio
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  • Ameriprise Financial Services, Inc.
    Paraplanner
    Ameriprise Financial Services, Inc. Apr 2015 - Feb 2017
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  • Ameriprise Financial Services, Inc.
    Financial Planning Analyst
    Ameriprise Financial Services, Inc. Jun 2014 - Apr 2015
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Jordan Patrick, Cfp® Education Details

Frequently Asked Questions about Jordan Patrick, Cfp®

What company does Jordan Patrick, Cfp® work for?

Jordan Patrick, Cfp® works for Commas

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

Jordan Patrick, Cfp®'s current role is Top 100 Financial Advisor by Investopedia | Commas & Truepoint.

What schools did Jordan Patrick, Cfp® attend?

Jordan Patrick, Cfp® attended Xavier University, Georgetown College.

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