Jordan Jobe, Cfp®, Cepa

Jordan Jobe, Cfp®, Cepa Email and Phone Number

Scottsdale, AZ, US
Jordan Jobe, Cfp®, Cepa's Location
Scottsdale, Arizona, United States, United States
Jordan Jobe, Cfp®, Cepa's Contact Details

Jordan Jobe, Cfp®, Cepa work email

Jordan Jobe, Cfp®, Cepa personal email

n/a

Jordan Jobe, Cfp®, Cepa phone numbers

About Jordan Jobe, Cfp®, Cepa

Jordan was born and raised in the suburbs of Seattle, Washington. He moved to Arizona to attend Arizona State University, where he graduated from the W.P. Carey School of Business. While at ASU, he had the opportunity to study International Business in Prague, Czech Republic and International Economics in Bielefeld, Germany.Jordan began his career as a Financial Advisor at Edward Jones. In 2010 Jordan moved his practice to Raymond James for their client first culture. To be of greater service to his clients, Jordan attained his CERTIFIED FINANCIAL PLANNER™ certification in 2012 and his Certified Exit Planning Advisor (CEPA) in 2023.In 2017, Jordan founded NextGen Advisors and has built a company and culture that reflects himself. Outside of business, Jordan enjoys spending time with his wife Kenady and three daughters Nora, Mila and Livi. His passions include volunteering at the Ronald McDonald House, international travel, half marathons, playing golf, actively participating in Arizona’s Entrepreneurs’ Organization Chapter.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.NextGen Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. For important disclosure information, please see "Social Media Disclosure" link in the "contact info" section.2024 Forbes America's Top Wealth Management Teams Best-in-State, developed by Shook Research, is based on the period from 3/31/2022 to 3/31/2023 and was released on 1/9/2024. Approximately 10,100 team nominations were received and 4,100 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Jordan Jobe, Cfp®, Cepa's Current Company Details
NextGen Advisors

Nextgen Advisors

View
Owner
Scottsdale, AZ, US
Website:
raymondjames.com
Employees:
18734
Jordan Jobe, Cfp®, Cepa Work Experience Details
  • Nextgen Advisors
    Owner
    Nextgen Advisors
    Scottsdale, Az, Us
  • Nextgen Advisors
    Owner
    Nextgen Advisors Mar 2017 - Present
    Scottsdale, Arizona, United States
  • Raymond James
    Financial Advisor Cfp®
    Raymond James Feb 2010 - Present

Jordan Jobe, Cfp®, Cepa Skills

Strategic Financial Planning Strategic Planning Marketing Securities Sales Team Building Investment Advisory Strategic Partnerships Non Profits Financial Planners Sales Presentations B2b 401k Product Development Life Insurance

Jordan Jobe, Cfp®, Cepa Education Details

Frequently Asked Questions about Jordan Jobe, Cfp®, Cepa

What company does Jordan Jobe, Cfp®, Cepa work for?

Jordan Jobe, Cfp®, Cepa works for Nextgen Advisors

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

Jordan Jobe, Cfp®, Cepa's current role is Owner.

What is Jordan Jobe, Cfp®, Cepa's email address?

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Jordan Jobe, Cfp®, Cepa's direct phone number is +148036*****

What schools did Jordan Jobe, Cfp®, Cepa attend?

Jordan Jobe, Cfp®, Cepa attended Arizona State University - W. P. Carey School Of Business, Arizona State University, W. P. Carey School Of Business.

What skills is Jordan Jobe, Cfp®, Cepa known for?

Jordan Jobe, Cfp®, Cepa has skills like Strategic Financial Planning, Strategic Planning, Marketing, Securities, Sales, Team Building, Investment Advisory, Strategic Partnerships, Non Profits, Financial Planners, Sales Presentations, B2b.

Who are Jordan Jobe, Cfp®, Cepa's colleagues?

Jordan Jobe, Cfp®, Cepa's colleagues are Angie Peterson, Kristy Sullivan, Cfp®, Aams®, Bryan Hartzell, Râïßîñg Star Pavan, Hubert Le Bret, Anna Lea Hudgins, Gary Fribance.

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