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Jack Cohen

38 Years of Experience
Atlanta North Point, GA
Broker

Jack Cohen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Atlanta North Point, GA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

555 N Point Centre E, Ste 500, Atlanta North Point, GA, 30022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2003 - Present · 23 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
J.C. Bradford & CO.Broker
August 1998 - June 2000 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
April 1993 - August 1998 · 5 yrs 4 mos
Bear, Stearns & CO. INC.Broker
April 1989 - April 1993 · 4 yrs
Prudential-Bache Securities INC.Broker
September 1988 - May 1989 · 8 mos
Bear, Stearns & CO. INC.Broker
January 1988 - April 1993 · 5 yrs 3 mos
State Registrations24 states
ALAZCACOCTDEFLGAIDINMAMIMSNCNJNMNVNYOHSCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.