Jonathan Cohen, financial advisor Highland Park NJ
90 score

Jonathan Cohen

CRD Number: 6343135
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Cohen (CRD# 6343135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Highland Park, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bridgewater, NJ May 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater, NJ Jan 2015 - Current 3
Us Army Flemington, NJ Jan 2014 - Current 4
Axa Advisors, LLC New York, NY May 2014 - Jan 2015 < 1
William Paterson University Wayne, NJ Oct 2012 - Jan 2014 1
Us Army Kuwait City, Jul 2011 - Oct 2012 1
William Paterson University Wayne, NJ Sep 2010 - Jul 2011 < 1
Us Army Fort Sill, OK Jun 2009 - Sep 2010 1
William Paterson University Wayne, NJ Sep 2008 - Jun 2009 < 1
Cvs Sparta, NJ Nov 2002 - May 2009 6
Ramapo College Of Nj Mahwah, NJ Sep 2006 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Jonathan C. Cohen
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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