Unclaimed Profile

Jordan Lindsay Kahn

ASCENDANT CAPITAL MANAGEMENT, LLC·LOS ANGELES, California

Clean record24 years registeredASCENDANT CAPITAL MANAGEMENT, LLC

10866 WILSHIRE BLVD., LOS ANGELES, CA 90024CRD# 4489366Firm CRD# 174260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Lindsay Kahn · LOS ANGELES, CA

Registration

CRD #4489366 · ASCENDANT CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

HCR WEALTH ADVISORS

Jan 2022 – present

HCR WEALTH ADVISORS

Feb 2019 – Dec 2021

LOS ANGELES, CA

ASCENDANT CAPITAL MANAGEMENT, LLC

Jan 2015 – May 2023

LOS ANGELES, CA

KAM ADVISORS

Mar 2013 – Dec 2015

LOS ANGELES, CA

BEVERLY INVESTMENT ADVISORS LLC

Jun 2007 – Dec 2014

BEVERLY HILLS, CA

SUMMIT WEALTH MANAGEMENT,INC

Feb 2006 – Jun 2007

LOS ANGELES, CA

BERGER & ASSOCIATES LLC

Jun 2003 – Dec 2005

BEVERLY HILLS, CA

BERGER FUND ADVISORS, LLC

Jan 2002 – Dec 2005

BEVERLY HILLS, CA

Registrations & Exams

Registration record

First registered · January 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENDANT CAPITAL MANAGEMENT, LLC

CRD 174260 · SEC 801-80770

AUM

$123M

Regulatory assets under management

Employees

2 client accounts

Services offered by ASCENDANT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ASCENDANT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Lindsay Kahn offer?

Jordan Lindsay Kahn specializes in Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Jordan Lindsay Kahn's credentials?

Jordan Lindsay Kahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Lindsay Kahn located?

Jordan Lindsay Kahn is based in LOS ANGELES, California, working with ASCENDANT CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jordan Lindsay Kahn charge for services?

Jordan Lindsay Kahn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENDANT CAPITAL MANAGEMENT, LLC?

ASCENDANT CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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