JC
JC
Jason Cohn is a registered investment advisor, based in Brentwood, TN, with 24 years of industry experience.
Location
229 Ward Circle, Suite A11, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2010Settled
Customer Dispute
June 2009Denied
Other Business ActivitiesSells Insurance
Jason holds a Life, Health & Annuity license and works as an insurance agent, dedicating minimal time to reviewing client insurance needs and occasionally recommending policies. Jason also acts as a consultant for Third Bridge, answering questions about the selection and monitoring of broker-dealers and service providers, spending minimal time on this activity.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 9 mos
World Investment Advisors, LLC
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Pensionmark Securities, LLCBroker
May 2023 - October 2025 · 2 yrs 5 mos
Pensionmark Securities, LLCBroker
March 2023 - March 2023 · 0 mos
Raymond James & Associates, INC.
February 2013 - February 2023 · 10 yrs
Raymond James & Associates, INC.Broker
February 2013 - February 2023 · 10 yrs
Morgan Keegan & Company, INC.
January 2004 - February 2013 · 9 yrs 1 mo
Morgan Keegan & Company, INC.Broker
April 2001 - February 2013 · 11 yrs 10 mos
State Registrations7 states
FLGAILKYPATNTX
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.