Jeffrey
Cohen

Lincoln Financial Advisors Corporation

CRD#1448428
Investment Advisor
in New York, NY
Are you Jeffrey Cohen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Cohen is a certified financial planner working in New York, New York, with a total of 20 years of experience as a financial advisor. Cohen currently works for Lincoln Financial Advisors Corporation. They have spent their complete time as a financial advisor at Lincoln Financial Advisors Corporation. Cohen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut, Texas and New Jersey. Lincoln Financial Advisors Corporation is a firm that has its headquarters in New York, New York. The firm has offices in 412 locations and a total of 2,080 advisors. It oversees $20 billion in assets among its 63,280 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 68 charitable organizations. Of its 63,280 customer accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. Lincoln Financial Advisors Corporation performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees depend on which services are provided. Fee types charged by Lincoln Financial Advisors Corporation may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

250 Park Avenue 7Th Floor
New York, NY 10177

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

NY Average: $1,347,246,178
Total Number of Employees

2,080

NY Average: 46
Total Number of Accounts

63,280

NY Average: 1,775
Average Account Size

$321,841

NY Average: $759,012

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeffrey Cohen Work History

Jeffrey has 20 years of experience.

1998 - Present (21 years)

Lincoln Financial Advisors Corporation

Disclosures

Jeffrey Cohen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started