Jake Cohn

Jake Cohn

Wealth Management Advisor

  • CFP®
  • CLTC®
  • CA License: #0G57271

875 Third Avenue 23rd Floor,
New York, NY 10022

212-812-0571314-518-4463Visit my website
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About my practice

Planning your financial future isn’t easy. My job is to give you expert guidance and put you on the path toward lasting financial security. As the second-generation leader of our family organization, I serve families from young to mature, and businesses from startup to succession, helping them build, protect and transfer wealth.

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