Jennifer Lee Cords
Investment adviser representative at Cedar Cove Wealth Partners
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$455MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Cedar Cove Wealth PartnersAug 2025 to now
- Thrivent Investment Management IncSep 2024 to Aug 2025
- Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth PartnersAug 2020 to Sep 2025
- Purshe Kaplan Sterling Investments, Inc.Aug 2020 to Sep 2024
- Thrivent FinancialJul 2002 to Jul 2020
- Thrivent Investment Management Inc.Jul 2002 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cedar Cove Wealth Partners
Legal name: Sbe LLC dba Cedar Cove Wealth Partners
$455MAssets managed
2,036Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4107484
- Firm CRD
- 336245