Best Investors Account Sign in
Inactive

Jordan Cowart

Westwood Wealth Management

Dallas, TX

Claim This Profile
Current Employers
Westwood Wealth Management

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-02
  • TX RA
    APPROVED
    Since 2023-10-02

Branch Locations

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Dallas TX 06/2015 02/2018
New York Life Insurance Company Dallas TX 06/2014 03/2018
Promus Asset Management Llc Dallas TX 03/2018 07/2021
Mercer Global Advisors Inc. Dallas TX 08/2021 11/2022
Promus Advisors, Llc Dallas TX 03/2018 07/2021
Mercer Global Advisors Inc. Dallas TX 09/2022 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-16
S63 Uniform Securities Agent State Law Examination 2016-02-23
  • S65 Uniform Investment Adviser Law Examination
    2018-03-16
  • S63 Uniform Securities Agent State Law Examination
    2016-02-23
Designations
Other Names
  • Jordan Thomas Cowart

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor