Jordan Boles
Accounting Student at Mays Business School | PPA Group 35 | Aspiring CPA & CFP
- Role
- Financial Planning Intern at Traditions Wealth Advisors
- Location
- Mansfield, TX, US
- LinkedIn followers
- 500 followers
About Jordan Boles
My aspirations to become a certified financial planner come from my natural ability to be…
Experience
Financial Planning Intern
May 2025 — Present · College Station, TX, US
Assess trades made in client accounts and learn to use various financial planning softwarePrepare folders for client meetings and run reports for various client accounts weeklyCollaborate with the CFP to learn the ins and outs of financial planning
Education
Texas A&M University
Bachelor of Business Administration - BBA, Accounting and Finance
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