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
Senior Portfolio Manager
335 N. MAPLE DR, STE 150
BEVERLY HILLS, CA 902103857
tel: (310) 285-4843
toll-free: (800) 669-4866 
fax: (310) 859-7245

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • LACMA
    Council Member
    Los Angeles, CA
  • Hammer Museum
    Los Angeles, CA
  • MOCA
    Drawings Committee
    Los Angeles, CA
Services
  • 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
  • 401k 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

    Vice President
    Financial Advisor
    Senior Investment Management Consultant
    Sherman Oaks, CA

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

Jed A. Cohen is licensed in the following state(s): AK, CA, CO, FL, MA, MD, ME, NM, NY, OH, OR, PA, RI, WA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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