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Jordan Lindsay Kahn
Chief Investment Officer at HCR Wealth Advisors
Profile
Mr. Jordan L.
Kahn, CFA, is a Portfolio Manager at AXS Investments LLC and a Chief Investment Officer at HCR Wealth Advisors.
He has nearly 30 years of experience in the investment industry.
Mr. Kahn was previously employed as a Chief Investment Officer & Portfolio Manager by Ascendant Capital Management LLC, a Managing Partner by Beverly Investment Advisors LLC, and a Senior Portfolio Manager by Summit Wealth Management, Inc.
He received his undergraduate degree from The University of Colorado and a graduate degree from Stuart School of Business.
Jordan Lindsay Kahn active positions
Companies | Position | Start |
---|---|---|
HCR Wealth Advisors
![]() HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Chief Investment Officer | 2014-12-31 |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Portfolio Manager-Equities | 2023-04-30 |
Former positions of Jordan Lindsay Kahn
Companies | Position | End |
---|---|---|
Ascendant Capital Management LLC
![]() Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Chief Executive Officer | 2023-04-30 |
Beverly Investment Advisors LLC
![]() Beverly Investment Advisors LLC Investment ManagersFinance Part of Canon J. Beverly Investment Advisors LLC is based in Beverly Hills, CA and is led by Ms. Price, who has over thirty years of experience in the financial services industry. Price, Inc., Beverly Investment Advisors is an independent investment advisory firm that provides objective advice for high net-worth individuals and corporate entities. The firm offers asset management, retirement planning, and pension consulting services. The firm also handles 401(k) plans, including design, implementation, and ongoing advice for plan participants. Beverly Investment Advisors is an accredited asset management specialist and a member of the Financial Planning Association. The firm's website provides resources for clients, including research and monitoring providers, and a client relationship summary. | Corporate Officer/Principal | 2009-12-30 |
Summit Wealth Management, Inc.
![]() Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Corporate Officer/Principal | 2006-12-30 |
Training of Jordan Lindsay Kahn
Stuart School of Business | Graduate Degree |
The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Ascendant Capital Management LLC
![]() Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Finance |
Beverly Investment Advisors LLC
![]() Beverly Investment Advisors LLC Investment ManagersFinance Part of Canon J. Beverly Investment Advisors LLC is based in Beverly Hills, CA and is led by Ms. Price, who has over thirty years of experience in the financial services industry. Price, Inc., Beverly Investment Advisors is an independent investment advisory firm that provides objective advice for high net-worth individuals and corporate entities. The firm offers asset management, retirement planning, and pension consulting services. The firm also handles 401(k) plans, including design, implementation, and ongoing advice for plan participants. Beverly Investment Advisors is an accredited asset management specialist and a member of the Financial Planning Association. The firm's website provides resources for clients, including research and monitoring providers, and a client relationship summary. | Finance |
Summit Wealth Management, Inc.
![]() Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Finance |
HCR Wealth Advisors
![]() HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Finance |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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