Jay
Cohen
Monterey Wealth
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About this Advisor
Jay Cohen is a financial advisor based in Atlanta, Georgia, working with Monterey Wealth. Jay has previously held positions at Monterey Wealth and Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.). Jay has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Jay is part of Monterey Wealth, which operates out of Atlanta, Georgia. The firm has one office and three employees. The firm manages assets totaling $277.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Monterey Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monterey Wealth Brokerage Details
$277,900,000
3
311
$893,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jay Cohen Work History
Monterey Wealth
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of Jay Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monterey Wealth
Atlanta, GA
Moscow, OH
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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