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Joy Prefer cohen

Cheviot Value Management, LLC

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About Joy Prefer cohen

Joy Prefer cohen is an investment advisor representative with Cheviot Value Management, LLC. Joy has been in the financial services industry since 1986. Joy has a Series 66 and Series 7 license and has worked for several firms including Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc. and Clearbridge Investments LLC. Joy specializes in providing financial planning and portfolio management services for individuals and charitable organizations. In addition to financial services, Joy is the owner and designer of Jewels and Joy.

Firm Information

Joy Prefer cohen is currently registered with Cheviot Value Management, LLC. Cheviot Value Management, LLC is an investment advisor headquartered in Beverly Hills, CA. The firm manages approximately $822,972,737 in assets for 1,095 clients. They provide portfolio management services for individuals and businesses, as well as financial planning, budget coaching, and insurance consulting services. Cheviot serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Cheviot Value Management, LLC

433 NORTH CAMDEN DRIVE

BEVERLY HILLS, CA 90210

$822.97M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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budget coaching services, insurance consulting services

Budget coaching services, insurance consulting services

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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Joy Prefer cohen’s Registration & Firm History

CA

04/05/2024 - Present

Cheviot Value Management, LLC (BEVERLY HILLS CA)

CA

12/01/2005 - 10/07/2020

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

NY

07/31/1993 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/23/1986 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joy Prefer cohen.
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