AdvisorOS Directory
Claim Profile
JC

Jed Marshall Cohen

THE INVESTMENT HOUSE LLC·MANHATTAN BEACH, California
Unclaimed Profile
1240 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266-2558CRD# 49964Firm CRD# 163493
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC
AUM
$1.6B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at THE INVESTMENT HOUSE LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 49964
Firm CRD# 163493
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANHATTAN BEACH?

Browse all registered financial advisors in MANHATTAN BEACH, California or claim this profile if it's yours.

Browse MANHATTAN BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MANHATTAN BEACH
Mario Garcia — TRILINC ADVISORS, LLCJillian Jaccard Murrish — PIER ASSET MANAGEMENT LLCGloria Sue Nelund — TRILINC GLOBAL ADVISORS, LLCMark Gregory Torline — TRILINC ADVISORS, LLCMebane Thadley Faber — CAMBRIA INVESTMENT MANAGEMENT, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile