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Jordan R Karen

BBR Partners, LLC

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About Jordan R Karen

Jordan R Karen is a registered investment advisor representative with BBR Partners, LLC. Jordan has been in the securities industry for over 9 years and has experience working with high net worth individuals, corporations, and pooled investment vehicles. Jordan holds the Series 7, Series 63, and Series 65 licenses. Jordan specializes in providing financial planning, portfolio management, and selection of other advisors. Jordan has been registered with BBR Partners, LLC since May 2022. Prior to that, Jordan was employed by Morgan Stanley.

Firm Information

Jordan Karen is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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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 Karen’s Registration & Firm History

NY

05/05/2022 - Present

BBR Partners, LLC (NEW YORK NY)

NY

07/18/2016 - 06/25/2018

MORGAN STANLEY (NEW YORK NY)

NY

07/08/2015 - 07/18/2016

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

07/29/2013 - 07/08/2015

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan R Karen.
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