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Jay Adam Cohen

COHEN CAPITAL MANAGEMENT INC·CORTE MADERA, California
Clean recordCOHEN CAPITAL MANAGEMENT INC
770 TAMALPAIS DRIVE, CORTE MADERA, CA 94925-1737CRD# 1872022Firm CRD# 107903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Adam Cohen · CORTE MADERA, CA
Registration
CRD #1872022 · COHEN CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Adam Cohen is a registered financial advisor based in CORTE MADERA, California, affiliated with COHEN CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COHEN CAPITAL MANAGEMENT INC
COHEN CAPITAL MANAGEMENT INC
AUM
$885M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COHEN CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: PROFIT INTEREST
Regulatory
SEC/IARD CRD# 1872022
Firm CRD# 107903
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Adam Cohen offer?
Jay Adam Cohen specializes in Financial Planning, Investment Management. Contact their office in CORTE MADERA, California for a consultation.
What are Jay Adam Cohen's credentials?
Jay Adam Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Adam Cohen located?
Jay Adam Cohen is based in CORTE MADERA, California, working with COHEN CAPITAL MANAGEMENT INC. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Jay Adam Cohen charge for services?
Jay Adam Cohen's firm is compensated through percentage of aum, other: profit interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COHEN CAPITAL MANAGEMENT INC?
COHEN CAPITAL MANAGEMENT INC has approximately 6 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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