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Joshua Clark Cohen

AMJ Financial Wealth Management LLC

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About Joshua Clark Cohen

Joshua Clark Cohen is an Investment Advisor Representative with Amj Financial Wealth Management LLC. Joshua is registered with the state of Virginia. Joshua has been in the financial industry since 2018. Joshua is an experienced professional and is committed to providing clients with the highest level of service. Joshua's expertise includes financial planning, pension consulting, educational seminars, and selection of other advisors. Joshua is a passionate professional and is dedicated to helping clients reach their financial goals.

Firm Information

Joshua Cohen is currently registered with AMJ Financial Wealth Management LLC. AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, VA, with over 1500 client accounts and $334 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. AMJ Financial Wealth Management LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
AMJ Financial Wealth Management LLC

44160 SCHOLAR PLAZA

LEESBURG, VA 20176

$334.60M

Assets Under Management

5

Total Clients

16

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joshua Cohen’s Registration & Firm History

VA

08/12/2024 - Present

AMJ Financial Wealth Management LLC (LEESBURG VA)

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Licenses & Designations

IA

Issued 08/12/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Clark Cohen.
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