Carly A. Cohen

JORDAN PARK GROUP LLC

New York, NY 10007

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CRD#: 7831351

Professional summary

Carly A Cohen, who also goes by Carly Cohen, is a registered financial advisor currently at JORDAN PARK GROUP LLC located in New York, New York.

Carly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carly has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carly Cohen

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 Carly A Cohen'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

July 9, 2025 - Present

JORDAN PARK GROUP LLC

Office #1: 285 Fulton Street Suite 86a, New York, NY 10007

RIA

CRD#: 287755

New York, NY

Past

November 20, 2023 - May 5, 2025

FREESTONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 145711

SEATTLE, WA

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".

JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC | JPGCO LLC

CRD#: 287755 / SEC#: 801-110062

RIA

Registered Investment Advisory firm - (3/7/2017 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
(7/9/2025)

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

IAR

Series 65

Date: 11/20/2023

Uniform Investment Adviser Law Examination

Current Firm

JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC | JPGCO LLC

CRD#: 287755 / SEC#: 801-110062

RIA

Registered Investment Advisory firm - (3/7/2017 Approved)

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Contact information

Main Address

100 Pine Street Suite 2600, San Francisco, CA 94111

Mailing Address

Phone number

(415) 417-3000

Established

Firm type

Fiscal year end

# of Employees

137

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL PART 2A BROCHURE - JORDAN PARK GROUP LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,261
AUM (Assets Under Management)	$ 18,116,026,433

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2024	Cover Page	Report
02/13/2024	Cover Page	Report
06/09/2023	Cover Page	Report
03/30/2023	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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Carly A. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carly A Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

JORDAN PARK GROUP LLC

FREESTONE CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

JORDAN PARK GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2023

Current Firm

JORDAN PARK GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JORDAN PARK GROUP LLC

TRUST BUT VERIFY

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