JORDAN COWART
WESTWOOD WEALTH MANAGEMENT | Wealth Advisor
Dallas, TX 75201
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CRD#: 6364047
Professional summary
JORDAN COWART, CFP®, who also goes by Jordan Thomas Cowart, is a registered financial advisor currently at WESTWOOD WEALTH MANAGEMENT located in Dallas, Texas.
JORDAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. JORDAN has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. He began his financial services career in 2015 in the insurance industry. Later, he joined a fee only RIA in Dallas, where he helped manage the firms ultra-high-net-worth and family office clients. This experience helped Jordan develop a firm understanding of complex estate and legacy planning strategies. Jordan graduated from Oklahoma State University with a finance degree. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Jordan has held leadership positions with the Dallas Estate Planning Council and previously served on the board of the Financial Planning Association Dallas/Fort Worth. Jordan is married and has a Bernedoodle puppy. He enjoys traveling, watching sports, going to concerts, and rock climbing.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Thomas Cowart
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.
I serve on the board of the Financial Planning Association DFW. I am not paid for my services
CRS (Client Relationship Summary) - RIA
Click below to view JORDAN COWART's 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®
Experience
Current
October 2, 2023 - Present
WESTWOOD WEALTH MANAGEMENT
Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201RIA
CRD#: 132162
Dallas, TX
Past
September 7, 2021 - September 21, 2023
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Dallas, TX
Past
March 16, 2018 - August 3, 2021
PROMUS ADVISORS
RIA
CRD#: 157484
DALLAS, TX
Past
December 8, 2015 - February 28, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
DALLAS, TX
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".
WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C
CRD#: 132162 / SEC#: 801-63410
RIA
Registered Investment Advisory firm - (7/1/2004 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
Texas(10/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C
CRD#: 132162 / SEC#: 801-63410
RIA
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Contact information
Main Address
200 Crescent Court Suite 1200, Dallas, TX 75201
Mailing Address
Phone number
(214) 756-6900
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 490 |
| AUM (Assets Under Management) | $ 638,234,293 |
Red Flags
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Company Information
WESTWOOD WEALTH MANAGEMENT
Wealth AdvisorCRD#: 132162Dallas, TX 75201TRUST BUT VERIFY
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Contact information
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