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Jordan Wohl

Coastedge Partners, LLC

San Diego, CA

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Current Employers
Coastedge Partners, Llc

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-25
  • CA RA
    APPROVED
    Since 2026-07-25

Branch Locations

4655 Executive Drive Suite 325, San Diego, CA 92121 • 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
Coastedge Partners, Llc San Diego CA 06/2026 Present
Carta Seattle WA 09/2024 07/2026
Kc Equipment, Llc Seattle WA 01/2024 08/2024
Ag Consulting Partners Redmond WA 06/2022 09/2022
University Of Washington Seattle WA 09/2020 06/2024
Redmond High School Redmond WA 07/2016 06/2020
Schwartz Brothers Bellevue WA 08/2019 03/2020
Jimmy Johns Redmond WA 02/2018 06/2019
  • 06/2026 → Present
    Coastedge Partners, Llc
    San Diego, CA
  • 09/2024 → 07/2026
    Carta
    Seattle, WA
  • 01/2024 → 08/2024
    Kc Equipment, Llc
    Seattle, WA
  • 06/2022 → 09/2022
    Ag Consulting Partners
    Redmond, WA
  • 09/2020 → 06/2024
    University Of Washington
    Seattle, WA
  • 07/2016 → 06/2020
    Redmond High School
    Redmond, WA
  • 08/2019 → 03/2020
    Schwartz Brothers
    Bellevue, WA
  • 02/2018 → 06/2019
    Jimmy Johns
    Redmond, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-24
  • S65 Uniform Investment Adviser Law Examination
    2026-07-24

View on SEC IAPD

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