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Joel Alan Cohen

Hartford Funds

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About Joel Alan Cohen

Joel Alan Cohen is a registered representative with Hartford Funds. Joel Cohen is licensed to provide investment advice in Pennsylvania. Joel Cohen's career in the financial industry began in July 2010 and they have held licenses with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. prior to joining Hartford Funds. Hartford Funds is based in Wayne, Pennsylvania, and provides investment advice to a number of clients including investment companies, pooled investment vehicles and state or municipal government entities.

Firm Information

Joel Cohen is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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Joel Cohen’s Registration & Firm History

PA

04/07/2015 - Present

Hartford Funds (WAYNE PA)

NY

07/26/2010 - 04/16/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 07/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Alan Cohen.
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