Jake Jourdan Cohen is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2022-02-04 | present | Yes |
| HIGHCREST CAPITAL, LLC | 2019-06-10 | 2022-06-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-18 | 2019-03-22 | — |
| PERMANENT VALUE INC. | 2017-09-15 | 2017-09-21 | — |