TrueAdvisor
TrueAdvisor
JC
CFA · CFP
JC
CFA · CFP

Jordan Cowart

Westwood Wealth Management
9 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Westwood Wealth Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$638.2M

Fee Structure

Financial Planning:Investment management only

Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Westwood Wealth Management
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Mercer Global Advisors INC.
September 2021 - September 2023 · 2 yrs
Promus Asset Management, LLC
March 2018 - August 2021 · 3 yrs 5 mos
Nylife Securities LLCBroker
December 2015 - February 2018 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.