JAY WILLIAM COHEN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with MONTEREY WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| MONTEREY WEALTH | 2020-05-19 | present | Yes |
| LPL FINANCIAL LLC | 2005-10-06 | 2020-05-18 | — |
| IFP ADVISORS, LLC | 2004-07-27 | 2005-12-31 | — |
| M HOLDINGS SECURITIES, INC. | 2003-01-17 | 2004-03-19 | — |