Jordan Wohl
Investment adviser representative at Coastedge Partners, LLC
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
16 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Coastedge Partners, LLCJun 2026 to now
- CartaSep 2024 to Jul 2026
- Kc Equipment, LLCJan 2024 to Aug 2024
- Ag Consulting PartnersJun 2022 to Sep 2022
- University of WashingtonSep 2020 to Jun 2024
- Schwartz BrothersAug 2019 to Mar 2020
- Jimmy JohnsFeb 2018 to Jun 2019
- Redmond High SchoolJul 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Coastedge Partners, LLC
$2.1BAssets managed
183Clients
10Advisers
16 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
- 8315674
- Firm CRD
- 149685