Jordan Cohne

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About Jordan Cohne

Jordan has been a Financial Planner since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

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General Information

CRD#

4763296

Firm CRD#

8733

Name of Broker/Dealer

LPL Enterprise

Qualifications & Membership

Certifications, Accreditations & Designations

RICP^®

Securities Licenses

Series 7, Series 66

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

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Paladin Research Report For:

Clarity Wealth Advisors