Jordan Niefeld
CPA*, CERTIFIED FINANCIAL PLANNER® professional and CEPA at Raymond James
- Role
- Associate VP, Investments at Raymond James
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jordan Niefeld
WHY WORK WITH JORDAN NIEFELD, CPA*, CFP®, CEPA Your financial goals, aspirations and…
Experience
Associate VP, Investments
Jan 2014 — Present
Please contact me at J••••••••@RaymondJames.comThe Onyx Tower1010 S Federal HwySuite 2002Hallandale Beach, FL 33009Phone: 30••••••55Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htmCertified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Skills
- Financial Modeling
- Financial Planning
- Financial Analysis
- Accounting
- Cpa
- Tax Advisory
- Portfolio Management
- Corporate Finance
- Strategic Planning
- Asset Management
- Due Diligence
- Finance
- Tax
- Wealth Management
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