Jordan F. Posner

MATRIX ASSET ADVISORS

White Plains, NY 10606

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CRD#: 1377445

Professional summary

Jordan Fraser Posner is a registered financial advisor currently at MATRIX ASSET ADVISORS INC located in White Plains, New York.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jordan has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Fraser Posner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 24, 2021 - Present

MATRIX ASSET ADVISORS INC

Office #1: 10 Bank Street Suite 590, White Plains, NY 10606

RIA

CRD#: 107408

White Plains, NY

Past

October 20, 2006 - March 9, 2018

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

March 30, 1990 - March 1, 2005

DAVID J. GREENE AND COMPANY, LLC

RIA

CRD#: 2072

NEW YORK, NY

Past

September 22, 1987 - March 1, 2005

DAVID J. GREENE AND COMPANY, LLC

CRD#: 2072

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATRIX ASSET ADVISORS INC

CRD#: 107408 / SEC#: 801-36872

RIA

Registered Investment Advisory firm - (6/15/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Current Firm

MATRIX ASSET ADVISORS INC

CRD#: 107408 / SEC#: 801-36872

RIA

Registered Investment Advisory firm - (6/15/1990 Approved)

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Contact information

Main Address

10 Bank Street Suite 590, White Plains, NY 10606

Mailing Address

Phone number

(212) 486-2004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATRIX ASSET ADVISORS, INC. FORM ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	620
AUM (Assets Under Management)	$ 1,192,110,082

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jordan F. Posner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Fraser Posner's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

DAVID J. GREENE AND COMPANY, LLC

DAVID J. GREENE AND COMPANY, LLC

Primary Firm SEC Registration

MATRIX ASSET ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/4/1987

SIE

Date: 3/9/2018

Series 7

Date: 9/19/1987

Current Firm

MATRIX ASSET ADVISORS INC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATRIX ASSET ADVISORS INC

TRUST BUT VERIFY

Contact information

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