Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Evan Cohen is a financial advisor with Weild & Co., a firm based in Mill Valley, CA. Jason has been in the financial services industry since 2010 and holds Series 7, Series 63, SIE and Series 82TO licenses. He has experience working with clients in California, Colorado and New York. Jason has previously worked at FINANCIAL WEST GROUP and MERRIMAN CAPITAL, 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.
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.
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CA
08/29/2018 - Present
Weild & Co. (Mill Valley CA)
CA
08/11/2016 - 08/28/2018
FINANCIAL WEST GROUP (Mill Valley CA)
CA
12/11/2015 - 09/06/2016
MERRIMAN CAPITAL, INC. (Mill Valley CA)
CA
10/14/2010 - 12/09/2015
FINANCIAL WEST GROUP (MILL VALLEY CA)
BC
Issued 11/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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