COHEN JONATHAN LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. COHEN JONATHAN LEE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPITAL ASSET ADVISORY SERVICES, LLC. | MANAGING MEMBER | WILLIAMSTON, MI |
| — | Form ADV | HERITAGE INVESTORS MANAGEMENT CORP | DIRECTOR | BETHESDA, MD |
| — | Form ADV | WEALTH ADVISORY GROUP ASSET MANAGEMENT, INC. | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | BRIGHTON, MI |