Jordan Taylor

Independent Financial Advisor @Core Planning

Brooklyn, NY, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Dec 2022 — Present

Independent Financial Advisor @Core Planning

View department →

Birmingham, AL, US

I make complex personal finance decisions incredibly simple by doing three things.I give clear & actionable advice. I walk you through the financial planning process, specific to your situation. I provide straightforward education, so you walk away empowered.No products. No sales. No quotas. Just financial advice.

EDUCATION

N/A

Troy University

Bachelor’s Degree

2020

The American College of Financial Services

Professional Designation

2020

The American College of Financial Services

Professional Designation

N/A

Finance - Essential Church School

Advanced High School Diploma

2021

The CFA Institute

Professional Designation

ABOUT JORDAN TAYLOR

Finance & Data Pro. 8+ years of experience in FP & A working with data, operations, policy,…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.