AdvisorOS Directory
Claim Profile
JC

Jonathan Elliot Cohen

EXOS ASSET MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
1370 BROADWAY, NEW YORK, NY 10018CRD# 2830392Firm CRD# 305706
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXOS ASSET MANAGEMENT LLC
EXOS ASSET MANAGEMENT LLC
AUM
$178M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at EXOS ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2830392
Firm CRD# 305706
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile