James Cohen, financial advisor Colchester VT

James Cohen

CRD Number: 4464330
Current Firm: Eagle Strategies LLC

James Cohen (CRD# 4464330) is an Investment Advisor Representative working at Eagle Strategies LLC in Colchester, VT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Jcohen Financial Williston, VT Aug 2017 - Current 6
Eagle Strategies LLC So Burlington, VT Dec 2014 - Current 9
New York Life Insurance Company Colchester, VT Apr 2002 - Current 21
Retirement Income Strategies Shelburne, VT Jan 2013 - Sep 2018 5
Hadley Financial Group Colchester, VT Aug 2014 - Aug 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for James D. Cohen
Phone Number: (888) 695-3245
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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