This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WESTWOOD WEALTH MANAGEMENT

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Feb 23, 2016

First registration

Mar 16, 2018

Dual registered

no

Other names

JORDAN THOMAS COWART

IAPD individual key

6364047

• Occurred

  Sep 21, 2023
  Advisor changed firm

  Jordan Cowart left Mercer Global Advisors Inc. for Westwood Wealth Management (registered 2023-10-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55d57fc2-3ffd-1748-feeb-dd8c978a066d

First observed

Mar 16, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.