Jack Cohen
Jack Cohen is a registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 18 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
1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009
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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 Activities
Jack manages his brother's property in Miami, assisting with HOA expenses, maintenance, and repairs. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Itau International Securities INC.Broker
Itau Europa Securities INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
State Registrations3 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.