Jay Cohen (CRD# 4470591) is an Investment Advisor Representative working at Monterey Wealth in Atlanta, GA and has over 22 years of experience in the finance industry. Jay Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monterey Wealth | Atlanta, GA | May 2020 - Current | 3 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Atlanta, GA | Sep 2005 - May 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
| S63 | Uniform Securities State Law Examination | Oct 2001 |
- GA
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$893,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, KY, OH
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