Jason Cohen is a CFP-designated registered investment advisor at Moment Partners, LLC, based in San Francisco, CA, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 405 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moment Partners offers investment and wealth management services for a maximum annual fee of 1.75% of the assets they manage. The advisory fees are negotiated based on the complexity of the engagement and the total household assets. Moment can also manage client assets on a fixed annual fee basis, billed quarterly in advance. Family members and close personal friends can be eligible for discounted fee rates.
Location
535 Mission Street, Suite 2310, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a finance committee member for Horizons Foundation, reviewing their budget for analysis, advice, and oversight. This activity requires minimal time commitment.
Employment History
Current Registrations
Moment Partners, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations2 states
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