Jordan Heaps, CFP®

Certified Financial Planner at The Kelly Group- Financial Planning and Wealth Management Services
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Contact Information
us****@****om
(386) 825-5501
Location
Belcamp, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • Jul 2022 - 1 year 6 months

      Bel Air, Maryland, United States

    • Financial Planning Associate
      • Dec 2015 - Sep 2022

      Bel Air, MD

    • Restaurants
    • 700 & Above Employee
    • Server
      • Apr 2012 - Nov 2015

      Expected to be able to take care of 5 or more tables at the same time in a timely manner. Being able to work in a fast paced environment and making quick and efficient decisions was the key factor in the amount of tips you received.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Accounting Intern
      • Jan 2015 - Apr 2015

      Bel Air, Maryland Expected to complete bookkeeping for small businesses, such as payroll and bank reconciliations using Quickbooks. Worked on individual tax returns using Lacerte. Prepared financial plans for wealth management advisors. Reviewed Financial Statements for small businesses

    • Food and Beverage Services
    • 700 & Above Employee
    • Cashier
      • Jun 2009 - Apr 2012

Education

  • Towson University
    Bachelor's degree, Accounting
    2012 - 2015
  • Harford Community College
    Associate's degree, Accounting
    2010 - 2012
  • Harford Technical High School
    Computer Networking, A
    2005 - 2009

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