Managing Partner
CurrentWe design personalized holistic financial services to High-Net Worth Individuals, Business Owners and Non-Profit organizations.
Nov 2023 - Present
AeroLeads people directory · profile
Jordan Lacy Email & Phone Number
Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group
at
Alpha Wealth Group
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group
Location
Jacksonville, Florida, United States
Who is Jordan Lacy? Overview
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Quick answer
Jordan Lacy is listed as Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group at Alpha Wealth Group, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jordan Lacy.
Jordan Lacy previously worked as Managing Partner at Alpha Wealth Group and Financial Planner at Prudential Financial. Jordan Lacy holds Bachelor Of Business Administration, Finance And Financial Management Services from Fairmont State University.
Company email context
Email format at Alpha Wealth Group
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Alpha Wealth Group
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Profile bio
About Jordan Lacy
As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Current workplace
Jordan Lacy's current company
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3 roles
Jordan Lacy work experience
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Financial Planner
CurrentA Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Jul 2020 - Present
Wealth Management Intern
Mar 2015 - Aug 2015
3 education records
Jordan Lacy education
Bachelor Of Business Administration, Finance And Financial Management Services
Fairmont State University
Certified Financial Planner ( In Progress ), Cfp
The American College Of Financial Services
Cfp In Progress
The American College Of Financial Services
FAQ
Frequently asked questions about Jordan Lacy
Quick answers generated from the profile data available on this page.
What company does Jordan Lacy work for?
Jordan Lacy works for Alpha Wealth Group.
What is Jordan Lacy's role at Alpha Wealth Group?
Jordan Lacy is listed as Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group at Alpha Wealth Group.
Where is Jordan Lacy based?
Jordan Lacy is based in Jacksonville, Florida, United States while working with Alpha Wealth Group.
What companies has Jordan Lacy worked for?
Jordan Lacy has worked for Alpha Wealth Group, Prudential Financial, and Merrill Lynch.
How can I contact Jordan Lacy?
You can use AeroLeads to view verified contact signals for Jordan Lacy at Alpha Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Jordan Lacy attend?
Jordan Lacy holds Bachelor Of Business Administration, Finance And Financial Management Services from Fairmont State University.
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