Jeremy
Cohen
Morgan Stanley
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About this Advisor
Jeremy Cohen is a financial advisor based out of New York, New York with a total of 2 years of relevant experience. Cohen is an employee of Morgan Stanley. During their career, Cohen has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Syracuse University, Westfield High School, Strategic Delivery Solutions LLC, Bovella'S Pastre Shoppe, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Cohen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York and Texas. Morgan Stanley is a firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in assets among its 2,233,188 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely vary depending on which service is offered. However, fees charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeremy Cohen Work History
Jeremy has been registered as a financial advisor for 2 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Syracuse University
Strategic Delivery Solutions LLC
Bovella'S Pastre Shoppe
Westfield High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy 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 Morgan Stanley
Billings, MT
Jersey City, NJ
Baltimore, MD
New York, NY
Oakland, CA
Blue Bell, PA
Pueblo, CO
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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