Carly A Cohen
Investment Adviser Representative at Jordan PARK Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carly A. Cohen is an investment adviser representative with Jordan PARK Group LLC in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Freestone Capital Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Freestone Capital Management, LLCFeb 2022 – May 2025Seattle, WA
- Chase BankDec 2020 – Dec 2021Seattle, WA
- Delfino's Chicago Style PizzeriaJul 2019 – Dec 2020Seattle, WA
- University of WashingtonSep 2016 – Jun 2020Seattle, WA
- Jordan Park Group LLCJun 2025 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jordan PARK Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $25,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 3
- Main office:
- San Francisco, CA
- SEC file number:
- 801-110062
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Jordan PARK Group LLC
10 other advisors in the directory
Similar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carly A Cohen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched