Unclaimed Profile

Jed Marshall Cohen

THE INVESTMENT HOUSE LLC·MANHATTAN BEACH, California

SIE, Series 1, Series 24, Series 6326 years registeredTHE INVESTMENT HOUSE LLC

1240 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266-2558CRD# 49964Firm CRD# 163493

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jed Marshall Cohen · MANHATTAN BEACH, CA

Registration

CRD #49964 · THE INVESTMENT HOUSE LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE INVESTMENT HOUSE LLC

THE INVESTMENT HOUSE LLC

Oct 2012 – Jan 2023

Los Angeles, CA

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

Sep 2009 – May 2012

LOS ANGELES, CA

GKM ADVISERS, LLC

Aug 2003 – Aug 2009

LOS ANGELES, CA

GKM ADVISERS INC.

Apr 2000 – Aug 2003

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Registration record

First registered · April 14, 2000

Years registered · 26

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

THE INVESTMENT HOUSE LLC

CRD 163493 · SEC 801-76547

AUM

$1.6B

Regulatory assets under management

Employees

516 client accounts

Services offered by THE INVESTMENT HOUSE LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THE INVESTMENT HOUSE LLC →

Introduction

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Frequently Asked Questions

What services does Jed Marshall Cohen offer?

Jed Marshall Cohen specializes in Investment Management, Retirement Planning.

What are Jed Marshall Cohen's credentials?

Jed Marshall Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jed Marshall Cohen located?

Jed Marshall Cohen is based in MANHATTAN BEACH, California, last registered with THE INVESTMENT HOUSE LLC.

How does Jed Marshall Cohen charge for services?

Jed Marshall Cohen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE INVESTMENT HOUSE LLC?

THE INVESTMENT HOUSE LLC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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