Jacob Cohen is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2023-05-15 | present | Yes |
| HERGENROEDER FINANCIAL ADVISORS, INC. | 2022-05-23 | 2023-05-03 | — |