Jordan Kahn
Advisor at HCR Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HCR Wealth Advisors
Location
Los Angeles, CA 90024
Credentials
CFA®
Industry experience
24 years
About
Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and serves as Chief Investment Officer of Ascendant Capital Management, LLC, a registered investment advisor. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages diversified portfolios using a combination of fundamental, technical, and charting analysis, employing both long- and short-term strategies tailored to client needs.
Expertise
Based on HCR Wealth Advisors
Private / alternative investments
Annuities
General estate planning guidance
Retirement income strategy
Long-term care insurance
Fee options
Fixed fee up to $10,000 for development of entire financial plan.
0.25% to 2.00% annually (tiered/graduated range)
Management personnel may receive commissions from separate implementation of product transactions; not advisory fees.
Up to $750 per hour for financial consultations.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500 for financial planning and consulting services; may be waived if client has assets under management with HCR. Fee-only: Financial planning fees typically range from $500 to $10,000; up to $750 per hour for consultations; fixed fee up to $10,000 for entire financial plan.
Location
10866 Wilshire Blvd., Suite 1600
Los Angeles, CA 90024
Most active in
Jordan K has reported serving >5 clients in these states in the last 12 months.
California
Work history
HCR Wealth Advisors
2015 - Present (11 years)
Ascendant Capital Management, Llc
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Series 63, Series 65
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Playa Del Rey, CA
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Dominic W
Series 65
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Mark G
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Los Angeles, CA
Haleakala Investment Advisors
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Santa Monica, CA
Joseph C. Longo, Attorney At Law
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