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Jonathan Cordo

Brandywine Global Investment Management, LLC

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About Jonathan Cordo

Jonathan Cordo is a registered representative with Brandywine Global Investment Management, LLC. Jonathan is a licensed investment advisor representative with the firm and is registered in 51 states. Jonathan has been in the financial industry since 2007 and has experience in managing a range of investment portfolios, including portfolios for individuals, businesses, and investment companies. Jonathan is committed to providing clients with personalized investment advice and helping them reach their financial goals.

Firm Information

Jonathan Cordo is currently registered with Brandywine Global Investment Management, LLC. Brandywine Global Investment Management, LLC is an investment advisor headquartered in Philadelphia, Pennsylvania. The firm manages over $66 billion in assets for a variety of clients, including individuals, institutions, and investment companies. Brandywine Global offers a range of investment services, including portfolio management, model portfolios, and wrap fee programs. The firm specializes in equity and fixed income strategies, with a focus on global investing.
Brandywine Global Investment Management, LLC

1735 MARKET STREET

PHILADELPHIA, PA 19103

$66.45B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model-only portfolios

Model-only portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Asset-based fee from model-only recipients

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Jonathan Cordo’s Registration & Firm History

PA

03/21/2013 - Present

Brandywine Global Investment Management, LLC (PHILADELPHIA PA)

NY

01/02/2009 - 04/05/2013

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

NJ

04/02/2007 - 12/31/2008

MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)

NJ

03/05/2007 - 04/02/2007

MORGAN STANLEY DW INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 02/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2013

Series 3 - National Commodity Futures Examination

BC

Issued 03/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Cordo.
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