Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Cohen is a financial advisor at Raymond James & Associates, Inc. Jed has been in the industry since 1997 and has experience with a variety of firms including Leerink Partners LLC, Citigroup Global Markets Inc., UBS Warburg LLC, Salomon Smith Barney Inc., and Salomon Brothers Inc.. Jed is a Series 7, Series 24, Series 63, and Series 79TO licensed advisor and provides a range of financial services including financial planning, pension consulting, and portfolio management.
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.
Please see note in schedule d - miscellaneous
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
08/09/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/08/2009 - 07/24/2023
LEERINK PARTNERS LLC (NEW YORK NY)
NY
07/24/2002 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/16/1999 - 05/31/2002
UBS WARBURG LLC (NEW YORK NY)
NY
08/25/1997 - 03/16/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/29/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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