Jeffrey Cohen
Jeffrey Cohen is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10632 Little Patuxen Pkwy, Suite 326, Columbia, MD, 21044
Get directionsHistory
Regulatory History (1)
Regulatory
April 1998Other Business Activities
Jeffrey works as an audit manager for the Department of Health and Human Services, dedicating full-time hours to auditing Medicaid for the federal government. He also runs his own tax practice as a sole proprietor, spending about 10-20% of his time on tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Prostatis Financial Advisors Group, LLC
Asset & Financial Planning, LTD
Gilman + Ciocia, INC.
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
Wma Securities, INC.Broker
State Registrations5 states
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.