Jordan R. Short, CFP®
Financial Advisor at Family Wealth Group LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Lexington, Kentucky, United States, US
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Credentials
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Certified Financial Planner (CFP®)
CFP BoardAug, 2019- Nov, 2024 -
Resident Agent for Health Insurance
DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKYJun, 2017- Nov, 2024 -
Resident Agent for Life Insurance
DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKYJun, 2017- Nov, 2024 -
Series 65 - Uniform Investment Adviser Law Examination
FINRA (Financial Industry Regulatory Authority)Apr, 2017- Nov, 2024
Experience
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Family Wealth Group LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Apr 2021 - Present
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Investments & Financial Planning, LLC
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Lexington, Kentucky Area
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Financial Advisor
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Jun 2017 - Mar 2021
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Education
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2013 - 2017
Centre College
Bachelor of Science, Economics & Finance
Community
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