VETTED
Jordan Cohne
RICP®, TPCP®
Tel: 508-219-0301 448 Turnpike Street Suite 1-G-A South Easton, MA 02375
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!
Click HERE to learn more about Jordan Cohne
About Clarity Wealth AdvisorsI'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Click HERE to learn more about Jordan Cohne
At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.
Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
See DisclosuresIntegrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
General Information
Name of Broker/Dealer:
LPL Enterprise
Preferred meeting methods
I provide a free initial consultation:
Yes
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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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