Jonathan Cohen

Jonathan A. Cohen, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

50 Hudson Yards

69th Floor,

New York, NY 10001-2180

Jonathan.Cohen@Truist.com

Phone 212-801-6367

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About me

Background

Jonathan Cohen is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of investment management experience. Jonathan follows a disciplined process of assessing a client's financial situation, developing and implementing an investment strategy, and performing ongoing portfolio maintenance to obtain measurable results. Jonathan is a registered fiduciary, along with maintaining an Accredited Investment Fiduciary designation (AIF®) to consult on retirement planning, including 401(k) plans.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Business Administration
University of Michigan 2001
Masters of Business Administration
New York University 2008

Personal Interests

Jonathan currently lives in Westport CT, with his wife and three children. He coaches rec league soccer, in addition to working with Ice Hockey In Harlem. Jonathan was a varsity athlete at the University of Michigan.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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