Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Cohen is a registered investment advisor representative with One Wealth Advisors, LLC, located in San Francisco, CA. Kevin Cohen has been in the industry since 1995. Kevin Cohen has a Series 7, Series 63, Series 4, and Series 24 license. Previously, Kevin Cohen was registered with J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp. in San Francisco, CA. Kevin Cohen specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Kevin Cohen is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/15/2016 - Present
ONE Wealth Advisors, LLC (SAN FRANCISCO CA)
CA
06/23/2011 - 09/10/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
07/27/2006 - 06/27/2011
J.P. MORGAN CLEARING CORP. (SAN FRANCISCO CA)
CA
07/27/2006 - 12/31/2008
J.P.MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NJ
09/03/2002 - 03/09/2006
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
12/21/1995 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
07/06/1995 - 11/15/1995
DICKINSON & CO. (DES MOINES IA)
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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