Jordan
Posner
Matrix Asset Advisors Inc
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About this Advisor
Jordan Posner is a financial advisor based in White Plains, New York, working with Matrix Asset Advisors Inc. Jordan has previously held positions at Quasar Distributors, LLC and Matrix Asset Advisors, Inc. Jordan has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Jordan is part of Matrix Asset Advisors Inc, which operates out of White Plains, New York. The firm has 12 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Matrix Asset Advisors Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Matrix Asset Advisors Inc Brokerage Details
$1,021,341,468
12
606
$1,685,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jordan Posner Work History
Matrix Asset Advisors, Inc
Quasar Distributors, LLC
Disclosures
Please visit the SEC profile of Jordan Posner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matrix Asset Advisors Inc
White Plains, NY
White Plains, NY
White Plains, NY
White Plains, NY
White Plains, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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