Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Stephen Cohen is a financial advisor with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Jack has been in the industry since 1988 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. He is a registered representative and investment advisor with a wide range of certifications including Series 7, Series 10, Series 31, Series 63, and Series 65. Jack has worked for several firms over his career including Bear, Stearns & Co. Inc., Prudential-Bache Securities Inc., Raymond James & Associates, Inc., and J.C. Bradford & Co. Jack holds a license to provide financial advice in 24 states. Jack can provide a wide range of financial services including investment planning, retirement planning, portfolio management, and financial education.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
GA
07/31/2018 - Present
Robert W. Baird & Co. Inc. (Atlanta North Point GA)
NY
08/17/1998 - 06/28/2000
J.C. BRADFORD & CO. (NEW YORK NY)
FL
04/21/1993 - 08/24/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/17/1989 - 04/21/1993
BEAR, STEARNS & CO. INC.
NY
01/19/1988 - 04/21/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/23/1988 - 05/11/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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