Jordan Cowart

Employer firm

Westwood Wealth Management CRD 132162

$750M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2015 → 02/2018
  New York Life
  Dallas, TX
• 06/2014 → 03/2018
  New York Life Insurance Company
  Dallas, TX
• 03/2018 → 07/2021
  Promus Asset Management Llc
  Dallas, TX
• 08/2021 → 11/2022
  Mercer Global Advisors Inc.
  Dallas, TX
• 03/2018 → 07/2021
  Promus Advisors, Llc
  Dallas, TX
• 09/2022 → Present
  Mercer Global Advisors Inc.
  Dallas, TX

Previous Registrations

• 2021-09-07 → 2023-09-21
  Mercer Global Advisors Inc.
  Dallas, TX
  Denver, CO
  Dallas, TX
• 2018-03-16 → 2021-08-03
  Promus Advisors
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-16
• S63 Uniform Securities Agent State Law Examination
  2016-02-23

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jordan Thomas Cowart