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Jordan Fraser Posner

MATRIX ASSET ADVISORS INC·WHITE PLAINS, New York
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10 BANK STREET, WHITE PLAINS, NY 10606CRD# 1377445Firm CRD# 107408
01

About

Jordan Fraser Posner is a registered financial advisor based in WHITE PLAINS, New York, affiliated with MATRIX ASSET ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
MATRIX ASSET ADVISORS INC
MATRIX ASSET ADVISORS INC
AUM
$1.0B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MATRIX ASSET ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PENSION CONSULTING SERVICES
Regulatory
SEC/IARD CRD# 1377445
Firm CRD# 107408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Fraser Posner offer?
Jordan Fraser Posner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Jordan Fraser Posner's credentials?
Jordan Fraser Posner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Fraser Posner located?
Jordan Fraser Posner is based in WHITE PLAINS, New York, working with MATRIX ASSET ADVISORS INC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Jordan Fraser Posner charge for services?
Jordan Fraser Posner's firm is compensated through percentage of aum, subscription fees, other: pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATRIX ASSET ADVISORS INC?
MATRIX ASSET ADVISORS INC has approximately 12 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Alan Yoken — THE PORTFOLIO STRATEGY GROUP, LLCEdward Laurence Scharf — THE PORTFOLIO STRATEGY GROUP, LLCLawrence David Bartimer — THE PORTFOLIO STRATEGY GROUP, LLCPeter Scott Yorkes — THE PORTFOLIO STRATEGY GROUP, LLCStephen Thomas Gillingham — FINANCIAL PLANNING ASSOCIATES, LLC
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Research
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