Jordan Cohen has been an investment adviser representative at Thrive Capital Management since July 2018, and is not listed among the firm’s executive officers or direct owners.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
- – present · 8 yearsFort Washington, PA · Adviser representative · Firm CRD 281347
Investment adviser representative registrations
Jordan Cohen is registered as an investment adviser representative in 2 states. The first approvals date from July 2018; the most recent is New Jersey, in March 2026.
- New JerseySince 25 March 2026
- PennsylvaniaSince 10 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 December 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 July 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jordan Eliot Cohen
- CRD
- 4952588
- Firm
- Thrive Capital Management · CRD 281347
- Office
- 500 W OFFICE CENTER DRIVE, SUITE 300, Fort Washington, PA 19034
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Cohen work?
Jordan Cohen is an investment adviser representative registered through Thrive Capital Management, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Cohen a financial advisor?
Yes. Jordan Cohen has a current investment-adviser registration in New Jersey and Pennsylvania, through Thrive Capital Management since July 2018.
How many years of experience does Jordan Cohen have?
Jordan Cohen has 8 years in the financial industry, since July 2018, across 1 adviser firm.
What exams has Jordan Cohen passed?
Jordan Cohen has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2005. FINRA credited Jordan Cohen with the SIE, which began in October 2018.
Where is Jordan Cohen based?
Jordan Cohen’s registered office is in Fort Washington, PA.
Is Jordan Cohen registered with FINRA?
No. Jordan Cohen has no current broker registration.
How can I verify Jordan Cohen’s record?
Search CRD 4952588 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Cohen’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner
- Bret ElamManaging Partner