Jordan Cowart
Jordan Cowart is a CFA, CFP-designated registered investment advisor at Westwood Wealth Management, based in Dallas, TX, with 10 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 452 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Advisors manages private funds and charges management fees and performance-based compensation that vary by vehicle and investor:
- Management fees — Generally 1.5% annually during the investment period for flagship closed-end secondaries funds.
- Performance-based compensation — Generally 15% carried interest payable to an affiliate after investors receive a return of contributed capital and the applicable preferred return.
- Co-investments — Certain co-investment opportunities may be offered on reduced-fee or no-fee/no-carry terms up to specified commitment levels.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Westwood Wealth Management
Previous Registrations
Mercer Global Advisors INC.
Promus Asset Management, LLC
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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