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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cohn is a registered investment advisor representative with World Investment Advisors, LLC. Jason's career in the financial services industry began on May 3, 2001. Jason has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Jason holds the Series 66, Series 7, Series 9, and Series 10 licenses. In addition, Jason is licensed to sell life, health, and annuity products. Jason has 20+ years of experience working with clients on their financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
03/09/2023 - Present
World Investment Advisors, LLC (Brentwood TN)
TN
03/07/2023 - 03/15/2023
PENSIONMARK SECURITIES, LLC (Brentwood TN)
TN
02/13/2013 - 02/16/2023
RAYMOND JAMES & ASSOCIATES, INC. (FRANKLIN TN)
TN
04/17/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
BOTH
Issued 05/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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