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.
Los Angeles, CA
- Hammer Museum
Los Angeles, CA
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
- 401k 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 Investment Management Consultant
Sherman Oaks, CA
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 is licensed in the following state(s):
AK, CA, CO, FL, MA, MD, ME, NM, NY, OH, OR, PA, RI, WA
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