Jordan Lee Cohen

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Indiana University
  Bloomington, IN
• 05/2017 → 08/2017
  The Ups Store
  East Meadow, NY
• 01/2017 → 04/2017
  Morrinson Wealth Management
  London
• 05/2017 → 08/2017
  Jh Darbie & Co, Inc.
  New York, NY
• 07/2018 → 07/2018
  Axa Advisors, Llc
  New York, NY
• 07/2018 → 09/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2021 → 06/2022
  Massmutual Life Insurance Co
  New York, NY
• 09/2021 → 06/2022
  Mml Investors Services, Llc
  New York, NY
• 09/2021 → 06/2022
  Lenox Advisors, Inc.
  New York, NY
• 06/2018 → 07/2018
  Unemployed
  Port Washington, NY
• 08/2022 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2022 → Present
  Kbk Wealth Management, Llc
  New York, NY
• 01/2026 → Present
  Wells Fargo Advisors Financial Network, Llc (
  New York, NY

Previous Registrations

• 2022-08-04 → 2026-01-12
  Commonwealth Financial Network
  New York, NY
• 2021-10-28 → 2022-06-24
  Mml Investors Services, Llc
  New York, NY
• 2018-09-21 → 2021-09-07
  Equitable Advisors, Llc
  Port Washington, NY
  New York, NY
  New York, NY

Other Businesses

Fixed insurance sales; as of 11/09/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. JC CLIENT SERVICES; NOT INV RELATED;NEW YORK,NY; INSURANCE SALES;100% OWNERSHIP; START DATE: 08/01/2018; 5 HRS PER MONTH; 5 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2018-08-28

Designations

• Certified Financial Planner

Other Names

• Jordan Lee Cohen