Jed A. Cohen - Morgan Stanley Financial Advisor - BEVERLY HILLS, CA
Morgan Stanley
Jed A. Cohen
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
Sports and Entertainment Director
Senior Portfolio Management Director
335 N. MAPLE DR, STE 150
tel: (310) 285-4843
toll-free: (800) 669-4866 
fax: (310) 859-7245

As a Sports and Entertainment Director, I understand the complexities and pressures athletes and entertainers face and the financial implications that come with that. Working closely with top professionals in the sports and entertainment industries and their other trusted advisors, I help provide access to the products, services and specialties needed to build and preserve financial independence as their circumstances, goals and priorities continue to evolve.

    Council Member
    Los Angeles, CA
  • Hammer Museum
    Los Angeles, CA
  • MOCA
    Drawings Committee
    Los Angeles, CA
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Corporate Pension Funds
  • Art Advisory
  • Alternative Investments
  • Financial Planning
  • Lending Services
  • Retirement Planning
  • Qualified Retirement Plans
  • Corporate Cash Management
  • Long Term Care Insurance
  • Business Planning
  • Socially Responsible Investing
  • Education Planning
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Insurance Services
  • Annuities
  • LGBT Planning Services
Education and Licensing
  • BA - Lit, 1978
    University of Michigan
    Ann Arbor, MI
  • Series 7, 63 & 65 Licensed
  • Insurance Licensed
  • Life, Health, Variable Annuity, Long Term Care & Disability Insurance Licensed
  • Fluent in French and Spanish
Business Experience
  • 2006 - Present: Morgan Stanley

    Senior Vice President
    Financial Advisor
    Senior Investment Management Consultant

Bulletin Board
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Jed A. Cohen holds the following registrations:
Securities Agent: AK, AZ, CA, CO, DC, DE, FL, HI, MA, MD, NE, NM, NV, NY, OH, OR, PA, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1270219

CA Insurance Lic. 0F21762
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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Awards Disclosures

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