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.
Los Angeles, CA
- Hammer Museum
Los Angeles, CA
Los Angeles, CA
- Asset Management
- Estate Planning Strategies
- Wealth Management
- Corporate Pension Funds
- Art Advisory
- Alternative Investments
- Financial Planning
- Access to 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
- LGBT Planning Services
- 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
- Present: Morgan Stanley
Senior Vice President
Senior Investment Management Consultant
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.
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Jed A. Cohen holds the following registrations:
Securities Agent: AK, AZ, CA, CO, DE, FL, GA, HI, MA, MD, MO, NE, NM, NV, NY, OH, OR, PA, SC, TX, WA, WI; General Securities Representative; Investment Advisor Representative
CA Insurance Lic. 0F21762
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