This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONCORDIA WEALTH PLANNING, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

May 2, 2017

First registration

May 2, 2017

Dual registered

no

Other names

JORDAN M ACER

IAPD individual key

5590975

• Occurred

  Dec 31, 2023
  Advisor departed, no destination yet

  Jordan Michael Acer no longer registered at Concordia Puerto Rico, Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Jan 13, 2022
  Advisor changed firm

  Jordan Michael Acer left Nvest Wealth Strategies, Inc. for Concordia Wealth Planning, Llc (registered 2022-01-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:330722da-f72b-4d99-c198-eaaee16d93ac

First observed

May 2, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.