Andrew Jonathan Silver
CFP®Professional Summary
Andrew Jonathan Silver, CFP®, who also goes by Andy Silver, Andrew J Silver, is a registered financial advisor currently at CONCORDIA WEALTH PLANNING, LLC located in Powell, Ohio. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Small Business Planning
- Business Succession Planning
- Retirement Income Management
- Investment Planning
- Education Planning
- Insurance Planning
- Tax Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Estate Planning
Other Aliases
Andy Silver, Andrew J Silver
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Current Firm
BLÜPRINT INVESTMENTS | CONCORDIA WEALTH PLANNING, LLC | CONCORDIA FINANCIAL GROUP, LLC
Contact Information
Main Address
Powell, OHPhone Number
(614) 881-1500# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
140AUM (Assets Under Management)
$45,396,482Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
State Registrations and Notice Filings
(11/15/2024)
(7/11/2019)
(4/9/2024)
(7/3/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2002About the Series 6 examSimilar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Jonathan Silver's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Retirement Planning
- Small Business Planning
- Business Succession Planning
- Retirement Income Management
- Investment Planning
- Education Planning
- Insurance Planning
- Tax Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Estate Planning
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
