Jason CohenCRD Number: 6569830
Current Firm: Wells Fargo Clearing Services, LLC
Jason Cohen (CRD# 6569830) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Wells Fargo Clearing Services||St. Louis, MO||Jan 2019 - Current||2|
|Td Ameritrade, Inc.||St Louis, MO||Feb 2018 - Jan 2019||< 1|
|Scottrade||St. Louis, MO||Oct 2015 - Feb 2018||2|
|Florida Atlantic University||Boca Raton, FL||Aug 2014 - May 2017||2|
|Jcc||Boca Raton, FL||Jan 2012 - Oct 2015||3|
|University Of Central Florida||Orlando, FL||Aug 2012 - Aug 2014||2|
|Wood Doctor||Boca Raton, FL||May 2012 - Aug 2013||1|
|Cheeburger Cheeburger||Orlando, FL||Jan 2012 - Aug 2012||< 1|
|Wood Doctor||Boca Raton, FL||May 2008 - Dec 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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