JC
JC

Jean Gabriel Cocinescu

16 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

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Location

80 Broad Street, 29th Floor, New York, NY, 10004

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History

Regulatory History (1)
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Criminal
October 2008
Final Disposition
Other Business Activities

Jean is an advisor at ATCAP Partners, LLC and a sole proprietor for real estate and bookkeeping through Aubrey Cooper Inc. The latter takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Atcap Partners, LLC
July 2022 - Present · 3 yrs 7 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
National Asset Management, INC.
September 2020 - July 2022 · 1 yr 10 mos
National Securities CorporationBroker
May 2009 - July 2022 · 13 yrs 2 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.