Jordan Lee Cohen
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.3BFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLC (Jan 2026 to now
- Kbk Wealth Management, LLCAug 2022 to now
- Commonwealth Financial NetworkAug 2022 to Jan 2026
- Lenox Advisors, Inc.Sep 2021 to Jun 2022
- Massmutual Life Insurance CoSep 2021 to Jun 2022
- MML Investors Services, LLCSep 2021 to Jun 2022
- Equitable Advisors, LLCJul 2018 to Sep 2021
- AXA Advisors, LLCJul 2018 to Jul 2018
- UnemployedJun 2018 to Jul 2018
- Jh Darbie & Co, Inc.May 2017 to Aug 2017
- The Ups StoreMay 2017 to Aug 2017
- Morrinson Wealth ManagementJan 2017 to Apr 2017
- Indiana UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn 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
- 6963683
- Firm CRD
- 11025