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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Eliot Cohen is an investment advisor representative at Thrive Capital Management, LLC. Jordan has been in the financial industry since 2005 and has a wide range of experience. Jordan holds the Series 6, 7, 63, and 65 securities licenses. Jordan's current focus is on financial planning, portfolio management, and providing educational seminars. Jordan has a strong commitment to helping clients achieve their financial goals. Prior to joining Thrive Capital Management, LLC, Jordan worked at CoreCap Investments, Inc., CCO Investment Services Corp., LPL Financial LLC, and Wells Fargo Advisors, LLC. Jordan has a history of working with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, and small business owners. Jordan's passion is helping clients understand their financial options and make informed decisions. Jordan's dedication to providing excellent customer service is evident in the many positive reviews he has received from clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/10/2018 - Present
Thrive Capital Management, LLC (FORT WASHINGTON PA)
MI
08/20/2014 - 04/07/2016
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
PA
03/28/2014 - 05/21/2014
CCO INVESTMENT SERVICES CORP. (LANSDALE PA)
PA
10/28/2010 - 03/07/2014
LPL FINANCIAL LLC (HARLEYSVILLE PA)
PA
07/06/2005 - 10/20/2010
WELLS FARGO ADVISORS, LLC (TELFORD PA)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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