Jordan L. Kahn

HCR WEALTH ADVISORS

Los Angeles, CA 90024

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CRD#: 4489366

Professional summary

Jordan Lindsay Kahn, who also goes by Jordan Kahn, is a registered financial advisor currently at HCR WEALTH ADVISORS located in Los Angeles, California.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jordan has worked at 7 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Kahn

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.

Jordan Kahn is CIO of Ascendant Capital Management, LLC, a registered investment advisor that is located at 10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024. He has held this position since October 2014. He devotes over 40 hours per month to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lindsay Kahn'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

January 21, 2022 - Present

HCR WEALTH ADVISORS

Office #1: 10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024

RIA

CRD#: 108676

Los Angeles, CA

Past

February 25, 2019 - December 31, 2021

HCR WEALTH ADVISORS

RIA

CRD#: 108676

LOS ANGELES, CA

Past

January 5, 2015 - May 24, 2023

ASCENDANT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 174260

LOS ANGELES, CA

Past

March 26, 2013 - December 22, 2015

KAM ADVISORS

RIA

CRD#: 152380

LOS ANGELES, CA

Past

June 1, 2007 - December 19, 2014

BEVERLY INVESTMENT ADVISORS LLC

RIA

CRD#: 124038

BEVERLY HILLS, CA

Past

February 15, 2006 - June 14, 2007

SUMMIT WEALTH MANAGEMENT,INC

RIA

CRD#: 104820

LOS ANGELES, CA

Past

June 18, 2003 - December 31, 2005

BERGER & ASSOCIATES LLC

RIA

CRD#: 108487

BEVERLY HILLS, CA

Past

January 10, 2002 - December 8, 2005

BERGER FUND ADVISORS, LLC

RIA

CRD#: 118435

BEVERLY HILLS, CA

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".

HCR WEALTH ADVISORS

HCR WEALTH ADVISORS | HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. | HELLER CAPITAL RESOURCES

CRD#: 108676 / SEC#: 801-56452

RIA

Registered Investment Advisory firm - (4/16/1999 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

California
(1/21/2022)

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

Current Firm

HCR WEALTH ADVISORS

HCR WEALTH ADVISORS | HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. | HELLER CAPITAL RESOURCES

CRD#: 108676 / SEC#: 801-56452

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

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Contact information

Main Address

10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024

Mailing Address

Phone number

(310) 473-5445

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HCR WEALTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,205
AUM (Assets Under Management)	$ 1,676,210,398

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2025	Cover Page	Report
02/24/2025	Cover Page	Report
05/01/2024	Cover Page	Report
01/20/2023	Cover Page	Report

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.

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Jordan L. Kahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lindsay Kahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

HCR WEALTH ADVISORS

HCR WEALTH ADVISORS

ASCENDANT CAPITAL MANAGEMENT, LLC

KAM ADVISORS

BEVERLY INVESTMENT ADVISORS LLC

SUMMIT WEALTH MANAGEMENT,INC

BERGER & ASSOCIATES LLC

BERGER FUND ADVISORS, LLC

Primary Firm SEC Registration

HCR WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

HCR WEALTH ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HCR WEALTH ADVISORS

TRUST BUT VERIFY

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