Niva WealthLet’s talk

Jordan Karen

Partner at BBR Partners

Investment adviser registrationNew York, NYSEC record checked 18 October 2026

9
Years in the industry
4
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Jordan Karen is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Jordan Karen has been registered through BBR Partners since 5 May 2022, has 9 years in the industry across 2 firms and has passed the Series 7, Series 63, SIE and Series 65.

Role at BBR Partners

Title on Schedule A
Partner
Control
Jordan Karen is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jordan Karen has held the filed role since January 2026.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Jordan Karen has been registered through BBR Partners since May 2022, and before that through Morgan Stanley.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 4 years
    New York, NY · Adviser representative · Firm CRD 109688
  2. Passed Series 65 · 2022
  3. Passed SIE · 2018
  4. Morgan Stanley
    – · 2 years
    New York, NY · Adviser representative · Firm CRD 149777
  5. Passed Series 7 and Series 63 · 2013

Registrations and exams

Jordan Karen has a current investment-adviser registration in New York and has passed 4 qualifying exams.

New York5 May 2022
Scope
Investment adviser representative
Status
Approved

Examinations

Series 655 May 2022
Name
Uniform Investment Adviser Law Examination
Series 631 August 2013
Name
Uniform Securities Agent State Law Examination
SIE25 June 2018
Name
Securities Industry Essentials Examination
Series 727 July 2013
Name
General Securities Representative Examination

Individual record

Full name
Jordan R Karen
CRD
6066353
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Office
55 EAST 52ND STREET, 18TH FLOOR, New York, NY 10055
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

BBR lists Jordan R. Karen as a partner and director of Portfolio and Wealth Advisory. BBR Partners official directory

Common questions

Where does Jordan Karen work?

Jordan Karen has been Partner of BBR Partners, LLC since January 2026.

Source: Form ADV, Schedule A, filed 30 July 2026

Is Jordan Karen a financial advisor?

Yes. Jordan Karen has a current investment-adviser registration in New York, through BBR Partners since May 2022, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Jordan Karen have?

Jordan Karen has worked in the financial industry for 9 years as of 18 October 2026, counted from 6 June 2017, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Jordan Karen passed?

Jordan Karen has passed 4 licensing exams: the Series 7, Series 63, SIE and Series 65. The earliest, the Series 7, was passed in July 2013.

Source: IAPD individual record, checked 18 October 2026

Where did Jordan Karen work before BBR Partners?

Before BBR Partners, Jordan Karen was registered through Morgan Stanley, August 2016 to June 2018.

Source: IAPD individual record, checked 18 October 2026

Where is Jordan Karen based?

Jordan Karen’s registered office is in New York, NY.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 6066353. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jordan Karen or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.