Jay Cohen is a CFP-designated registered investment advisor at Monterey Wealth, based in Atlanta, GA, with 24 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 157 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for accounts of $10,000,000 or more.
Fee Estimator
Location
200 Ashford Center North, Suite 310, Atlanta, GA, 30338
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Since 2005, Jay has been involved in the design and implementation of employee benefits, group life, disability, and retirement plans, focusing on non-variable insurance. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Monterey Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
William E. Hamm & Associates,inc
Mutual Service CorporationBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
State Registrations1 state
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.