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Jordan Michael Acer

Concordia Wealth Planning, LLC

Powell, OH

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Current Employers
Concordia Wealth Planning, Llc

Powell, OH • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-11-15
OH RA APPROVED 2022-01-03
  • GA RA
    APPROVED
    Since 2024-11-15
  • OH RA
    APPROVED
    Since 2022-01-03

Branch Locations

Powell, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthstone Inc. Columbus OH 08/2012 01/2019
Nvest Wealth Strategies, Inc. Powell OH 02/2019 Present
Concordia Wealth Planning, Llc Powell OH 01/2022 Present
Previous Registrations
  • 2022-05-31 → 2023-12-31
    Concordia Puerto Rico, Llc
    Delaware, OH
    San Juan, PR
  • 2019-02-11 → 2022-01-13
    Nvest Wealth Strategies, Inc.
    Powell, OH
  • 2017-05-02 → 2019-02-01
    Wealthstone Advisors
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-02
  • S65 Uniform Investment Adviser Law Examination
    2017-05-02
Designations
Other Names
  • Jordan M Acer

View on SEC IAPD

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