Unclaimed Profile

Jeffrey Max Cohen

FREEDOM INVESTMENT MANAGEMENT, INC.·HARTFORD, Connecticut

SIE, Series 6, Series 7, Series 22, Series 62, Series 63, Series 6510 years registeredFREEDOM INVESTMENT MANAGEMENT, INC.

100 CONSTITUTION PLZ, HARTFORD, CT 06103-1703CRD# 2528929Firm CRD# 126052

Profile Verification

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

Identity

Jeffrey Max Cohen · HARTFORD, CT

Registration

CRD #2528929 · FREEDOM INVESTMENT MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FREEDOM INVESTMENT MANAGEMENT, INC.

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Jan 2020 – Nov 2021

Coto de Caza, CA

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Dec 2016 – Jan 2020

Coto de Caza, CA

MOLONEY INVESTMENT ADVISORY LLC

Jan 2016 – Dec 2016

LAGUNA NIGUEL, CA

MOLONEY SECURITIES CO., INC.

Oct 2015 – Apr 2016

Coto de Caza, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · October 7, 2015

Years registered · 10

Disclosure History

2023Regulatory·Final

2021Customer Dispute·Settled

2020Customer Dispute·Settled

2019Customer Dispute·Settled

2001Customer Dispute·Settled

10 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FREEDOM INVESTMENT MANAGEMENT, INC.

CRD 126052 · SEC 801-68642

AUM

$2.0B

Regulatory assets under management

Employees

13,073 client accounts

Services offered by FREEDOM INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Max Cohen offer?

Jeffrey Max Cohen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jeffrey Max Cohen's credentials?

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

Where is Jeffrey Max Cohen located?

Jeffrey Max Cohen is based in HARTFORD, Connecticut, last registered with FREEDOM INVESTMENT MANAGEMENT, INC..

How does Jeffrey Max Cohen charge for services?

Jeffrey Max Cohen's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDOM INVESTMENT MANAGEMENT, INC.?

FREEDOM INVESTMENT MANAGEMENT, INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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