Jake Cohn

Jake Cohn

Wealth Management Advisor

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

875 Third Avenue 23rd Floor,
New York, NY 10022
212-812-0571 314-518-4463 Visit my website

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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