AdvisorOS Directory
Claim Profile
JC

Jay Leonard Cohan

WESTECH INVESTMENT ADVISORS LLC·PORTOLA VALLEY, California
Unclaimed Profile
104 LA MESA DRIVE, PORTOLA VALLEY, CA 94028-7510CRD# 4771690Firm CRD# 110429
01

About

Jay Leonard Cohan is a registered financial advisor based in PORTOLA VALLEY, California, affiliated with WESTECH INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
WESTECH INVESTMENT ADVISORS LLC
WESTERN TECHNOLOGY INVESTMENT (WTI)
AUM
$1.9B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at WESTECH INVESTMENT ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL
Regulatory
SEC/IARD CRD# 4771690
Firm CRD# 110429
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTOLA VALLEY?

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

Browse PORTOLA VALLEY 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 Jay Leonard Cohan offer?
Jay Leonard Cohan specializes in Investment Management, Retirement Planning. Contact their office in PORTOLA VALLEY, California for a consultation.
What are Jay Leonard Cohan's credentials?
Jay Leonard Cohan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Leonard Cohan located?
Jay Leonard Cohan is based in PORTOLA VALLEY, California, working with WESTECH INVESTMENT ADVISORS LLC. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.
How does Jay Leonard Cohan charge for services?
Jay Leonard Cohan's firm is compensated through percentage of aum, performance-based fees, other: percentage of committed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTECH INVESTMENT ADVISORS LLC?
WESTECH INVESTMENT ADVISORS LLC has approximately 34 employees and manages $1.9B 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 PORTOLA VALLEY
Terrye L Bellas — MORGENTHALER MANAGEMENT CORPORATIONGary Robert Little — CANVAS MANAGEMENT COMPANY, L.L.C.Tomasz Tunguz — THEORY VENTURES MANAGEMENT, LLCGeorgia Lee Bennicas — BENNICAS & ASSOCIATES, INC.Ching Mei Wu — MORGENTHALER MANAGEMENT CORPORATION
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