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Jordan Cowart

Westwood Wealth Management

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About Jordan Cowart

Jordan Cowart is a financial advisor at Westwood Wealth Management, based in Dallas, Texas. Jordan has been in the financial services industry for over 8 years and holds the Series 6, Series 63, and Series 65 licenses. Jordan has a background in financial planning, portfolio management, and investment advisory services. Jordan is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals. Jordan is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).

Firm Information

Jordan Cowart is currently registered with Westwood Wealth Management. Westwood Wealth Management is a Dallas, TX-based investment advisor with $433,271,448 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They have over 25 employees and 383 client accounts.
Westwood Wealth Management

200 CRESCENT COURT

DALLAS, TX 75201

$433.27M

Assets Under Management

1

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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robo advisory platform

Robo advisory platform

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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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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Jordan Cowart’s Registration & Firm History

TX

10/02/2023 - Present

Westwood Wealth Management (DALLAS TX)

TX

12/08/2015 - 02/28/2018

NYLIFE SECURITIES LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 03/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Cowart.
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