Financial Advisor at KBK Wealth Management

    Jordan Cohen is a financial planner who joined KBK in 2022. Jordan provides holistic advice to individuals and families on all financial planning matters including investment management, retirement planning, insurance and risk management, tax planning, estate and wealth transfer planning, and general goals-based financial planning.  Jordan is a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Adviser Representative holding FINRA Series 7 and 66 registrations through Commonwealth Financial Network®, and is a licensed insurance broker for life, disability, long-term care, health, and accident insurance.

    Jordan also advises small and mid-sized organizations on group retirement and insurance benefits, and holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors.

    Prior to KBK, Jordan spent four years as a financial advisor with Equitable Advisors and Lenox Advisors. Jordan is a Finance major and earned his Bachelor of Science in Business from the Kelley School of Business at Indiana University. During his studies, Jordan participated in the Charles Schwab Wealth Management Workshop program, and also spent a semester in London interning for St. James’s Place Wealth Management, a premier UK wealth management firm.

    Jordan lives in Manhattan and enjoys his short commute to the office. As a lifetime NYC-area resident, Jordan is a big New York sports fan and enjoys attending and watching games. Outside the office, Jordan also enjoys staying active and working out, trying new restaurants, traveling, and spending time with friends and family.