Jonathan Cohen
Jonathan Cohen is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3399 Pga Blvd, Suite 260, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a trustee/successor trustee for the Alexander Burbank Murray Trust, dedicating minimal time. He also serves as a trustee/successor trustee for the Larry Kraines Irrevocable Life Insurance Trust, spending minimal time and writing one check a year for life insurance premiums.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations38 states
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