Unclaimed Profile

Jonathan Elliot Cohen

EXOS ASSET MANAGEMENT LLC·NEW YORK, New York

EXOS ASSET MANAGEMENT LLC

1370 BROADWAY, NEW YORK, NY 10018CRD# 2830392Firm CRD# 305706

Profile Verification

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

Identity

Jonathan Elliot Cohen · NEW YORK, NY

Registration

CRD #2830392 · EXOS ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Jonathan Elliot Cohen is a registered financial advisor based in NEW YORK, New York, affiliated with EXOS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EXOS ASSET MANAGEMENT LLC

AUM

$178M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EXOS ASSET MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2830392

Firm CRD# 305706

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Elliot Cohen offer?

Jonathan Elliot Cohen specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Jonathan Elliot Cohen's credentials?

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

Where is Jonathan Elliot Cohen located?

Jonathan Elliot Cohen is based in NEW YORK, New York, working with EXOS ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Jonathan Elliot Cohen charge for services?

Jonathan Elliot 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 EXOS ASSET MANAGEMENT LLC?

EXOS ASSET MANAGEMENT LLC has approximately 28 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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