Unclaimed Profile

Jed Marshall Cohen

THE INVESTMENT HOUSE LLC·MANHATTAN BEACH, California

Clean recordTHE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jed Marshall Cohen is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with THE INVESTMENT HOUSE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

THE INVESTMENT HOUSE LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE INVESTMENT HOUSE LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 49964

Firm CRD# 163493

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jed Marshall Cohen offer?

Jed Marshall Cohen specializes in Investment Management, Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.

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, working with THE INVESTMENT HOUSE LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

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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