Jordan Cohen, CFP®
Financial Advisor at
KBK Wealth Management
Years of Experience
6 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Investment Management
Insurance
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Pricing Models
Education
Indiana University Bloomington
Bachelor of Science in Business, Finance Major
Obtained in 2018
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. KBK Wealth Management, 28 W 44th St, 12th Floor, New York, NY 10036. 212-944-8501. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
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