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Jeffrey Cohen
4 Years of Experience
Highland Park, IL
Jeffrey Cohen is a registered investment advisor at US Advanced Computing Infrastructure, INC., based in Highland Park, IL, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 3 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Analysis of your stocks (you provide up to 100 tickers) — $150
- Analysis of one US listed stock exchange (all listed tickers) — $500
- Analysis of multiple US listed stock exchanges (all listed tickers) — $1000 (discounted rate of $750 with a 3-month commitment)
- Weekly services rate — $7,500 / week
- Hourly services rate — $250 / hour
- Subscription service — $50/month per user
Annual Retainer:$50/year
One-Time Plan:$150 - $7,500
Hourly Rate:$250/hr
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Location
Highland Park, IL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
US Advanced Computing Infrastructure, INC.
November 2021 - Present · 4 yrs 5 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.