JC
JC

Jed Cohen

19 Years of Experience
Beverly Hills, CA
Broker

Jed Cohen is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jed is a partner in Pacific Gardens and Company, a landscaping and yard maintenance business, but is not involved in its daily operations, dedicating minimal time after business hours. He is also a sole proprietor/owner/partner in Avondale Partners, LLC and River Two Properties, LLC and River Three Properties, LLC, which are real estate rental businesses, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations33 states
AKARAZCACOCTDCDEFLGAHIILINLAMAMDMINCNENJNMNVNYOHORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.