Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cohen is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jason is based in Boca Raton, FL and has been a registered representative for over five years. Jason has a Series 7, Series 63, and Series 66 license. Jason has been providing financial services to individuals, families, and businesses since 2012. In addition to working at Wells Fargo Clearing Services, LLC, Jason also previously worked at TD Ameritrade, Inc. and Scottrade, Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
06/06/2019 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
MO
02/26/2018 - 01/11/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/21/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 04/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Cohen is the right advisor for you? Invested Better is here to help.
