Jordan Wohl

Employer firm

Coastedge Partners, LLC CRD 149685

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2026 → 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

• S65 Uniform Investment Adviser Law Examination
  2026-07-24