linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Cheyette Cohen

THE Colony Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Cheyette Cohen

Jacob Cheyette Cohen is an investment advisor representative with The Colony Group, LLC and has been with the firm since November 2024. Jacob holds a Series 65 license and is registered with the state of Connecticut and Texas. Jacob's previous experience includes roles at GYL Financial Synergies, Dog Days of West Hartford, and University of Massachusetts Amherst. Jacob's specializations include financial planning, portfolio management for individuals, and other advisory services such as tax preparation and family office services.

Firm Information

Jacob Cohen is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Cohen’s Registration & Firm History

CT

11/01/2024 - Present

THE Colony Group, LLC (West Hartford CT)

Not sure if Jacob Cheyette Cohen is right for you?

Licenses & Designations

IA

Issued 07/16/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Cheyette Cohen.
Not sure if Jacob Cheyette Cohen is right for you?