# COHEN JONATHAN LEE

COHEN JONATHAN LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CAPITAL ASSET ADVISORY SERVICES, LLC.](https://search.stillhousedata.com/firm/110929) | MANAGING MEMBER | WILLIAMSTON, MI |
| — | Form ADV | [HERITAGE INVESTORS MANAGEMENT CORP](https://search.stillhousedata.com/firm/110420) | DIRECTOR | BETHESDA, MD |
| — | Form ADV | [WEALTH ADVISORY GROUP ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/141168) | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | BRIGHTON, MI |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.