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Jacob Ward, CFP®, CPA

Senior Associate

Louisville

Client Advisory

Biography

Jacob is a Senior Associate in the Louisville office. In this role, he advises clients about complex and sophisticated tax-related issues.

Prior to joining Cerity Partners, Jacob served as a Tax and Business Advisor with ARGI Financial Group. Before ARGI, he was a Tax Accountant with Louis T. Roth & Co. in Louisville.

Education

  • B.A. in Finance from the University of Kentucky
  • B.S. in Accounting from the University of Kentucky

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.