Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan B. Cohen is a financial advisor with over 30 years of experience in the industry. Jonathan is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Jonathan was a financial advisor at Morgan Keegan & Company, Inc., Janney Montgomery Scott LLC, Prudential Securities Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Jonathan is registered to provide investment advice in several states, including Florida and Texas. Jonathan's experience and expertise in the field make him a valuable asset to any client seeking financial guidance.
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
04/23/2013 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
08/03/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JUPITER FL)
FL
02/23/1999 - 08/29/2006
JANNEY MONTGOMERY SCOTT LLC (N. PALM BEACH FL)
NY
04/16/1991 - 02/11/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/06/1989 - 04/23/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
05/23/1989 - 06/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
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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