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Jason Ian Cohen

Capital ONE Securities, Inc.

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About Jason Ian Cohen

Jason Cohen is a Financial Advisor with Capital One Securities, Inc. in New York, New York. Jason has over 20 years of experience in the financial services industry and is licensed in a variety of states, including Connecticut, Florida, Louisiana, and Maryland. Jason has a proven track record of helping clients achieve their financial goals, and is dedicated to providing his clients with the highest level of service and expertise.

Firm Information

Jason Cohen is currently registered with Capital ONE Securities, Inc.. Capital ONE Securities, Inc. is a Corporation formed in April 2000 and approved in multiple states, including California, Connecticut, Florida, Illinois, Louisiana, Maryland, Massachusetts, New York, Pennsylvania, Texas, and Virginia. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

103

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.

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.

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Jason Cohen’s Registration & Firm History

NY

06/27/2024 - Present

Capital ONE Securities, Inc. (New York NY)

GA

09/18/2002 - 06/01/2004

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

CA

06/29/2000 - 09/17/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 02/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/30/2024

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Ian Cohen.
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