Jordan Cohen
Jordan Cohen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
28 W. 44th Street, Ste 1200 12th Fl, New York, NY, 10036
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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 →Other Business ActivitiesSells Insurance
Jordan sells fixed insurance products since November 2023, dedicating about 10% of their time to this activity. This investment-related activity is conducted at the branch location.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations9 states
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.