Jordan Cowart

Wealth Advisor

jcowart@merceradvisors.com

Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. He began his financial services career in 2015 in the insurance industry. Later, he joined a fee only RIA in Dallas, where he helped manage the firms ultra-high-net-worth and family office clients. This experience helped Jordan develop a firm understanding of complex estate and legacy planning strategies. Jordan graduated from Oklahoma State University with a finance degree. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Jordan has held leadership positions with the Dallas Estate Planning Council and previously served on the board of the Financial Planning Association Dallas/Fort Worth. Jordan is married and has a Bernedoodle puppy. He enjoys traveling, watching sports, going to concerts, and rock climbing.

Dallas - Fort Worth

4851 LBJ Freeway
Suite 700
Dallas, Texas 75244

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Jordan Cowart

Why not get in touch?

We’ll team you up

Let’s Connect Your Dots