Jordan Jobe, Cfp®, Cepa
AeroLeads people directory · profile

Jordan Jobe, Cfp®, Cepa Email & Phone Number

Location: Scottsdale, Arizona, United States 3 work roles 2 schools
1 work email found @raymondjames.com 2 phones found area 480 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@raymondjames.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Owner
Location
Scottsdale, Arizona, United States
Company size

Who is Jordan Jobe, Cfp®, Cepa? Overview

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

Quick answer

Jordan Jobe, Cfp®, Cepa is listed as Owner at NextGen Advisors, a with 18734 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 480, and a matched LinkedIn profile for Jordan Jobe, Cfp®, Cepa.

Jordan Jobe, Cfp®, Cepa previously worked as Financial Advisor CFP® at Raymond James. Jordan Jobe, Cfp®, Cepa holds Bachelor Of Science, Marketing from Arizona State University - W. P. Carey School Of Business.

Company email context

Email format at NextGen Advisors

This section adds company-level context without repeating Jordan Jobe, Cfp®, Cepa's masked contact details.

*@raymondjames.com
71% confidence

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

Profile bio

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.

Listed skills include Strategic Financial Planning, Strategic Planning, Marketing, Securities, and 11 others.

Current workplace

Jordan Jobe, Cfp®, Cepa's current company

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

NextGen Advisors
Nextgen Advisors
Owner
Scottsdale, AZ, US
Employees
18734
AeroLeads page
3 roles

Jordan Jobe, Cfp®, Cepa work experience

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

Owner

Current

Scottsdale, Arizona, United States

Mar 2017 - Present

Financial Advisor Cfp®

Current
Feb 2010 - Present
Team & coworkers

Colleagues at NextGen Advisors

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

2 education records

Jordan Jobe, Cfp®, Cepa education

FAQ

Frequently asked questions about Jordan Jobe, Cfp®, Cepa

Quick answers generated from the profile data available on this page.

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 NextGen Advisors?

Jordan Jobe, Cfp®, Cepa is listed as Owner at NextGen Advisors.

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

AeroLeads has found 1 work email signal at @raymondjames.com for Jordan Jobe, Cfp®, Cepa at NextGen Advisors.

What is Jordan Jobe, Cfp®, Cepa's phone number?

AeroLeads has found 2 phone signal(s) with area code 480 for Jordan Jobe, Cfp®, Cepa at NextGen Advisors.

Where is Jordan Jobe, Cfp®, Cepa based?

Jordan Jobe, Cfp®, Cepa is based in Scottsdale, Arizona, United States while working with NextGen Advisors.

What companies has Jordan Jobe, Cfp®, Cepa worked for?

Jordan Jobe, Cfp®, Cepa has worked for Nextgen Advisors and Raymond James.

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

Jordan Jobe, Cfp®, Cepa's colleagues at NextGen Advisors include David Kaplan, Savannah Savitt, Scott Roman, Larry N. Koenigsberg, and Tyler Daly.

How can I contact Jordan Jobe, Cfp®, Cepa?

You can use AeroLeads to view verified contact signals for Jordan Jobe, Cfp®, Cepa at NextGen Advisors, including work email, phone, and LinkedIn data when available.

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

Jordan Jobe, Cfp®, Cepa holds Bachelor Of Science, Marketing from Arizona State University - W. P. Carey School Of Business.

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

Jordan Jobe, Cfp®, Cepa is listed with skills including Strategic Financial Planning, Strategic Planning, Marketing, Securities, Sales, Team Building, Investment Advisory, and Strategic Partnerships.

Find 750M verified contacts

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