Jonathan Cohen

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

711 5th Ave

6th Floor,

New York, NY 10022-3101

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, develops and implements an investment strategy, and performs ongoing portfolio maintenance to obtain measurable results. Jonathan also maintains an Accredited Investment Fiduciary designation (AIF® ) to consult on retirement planning including 401k 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 is an avid ice and roller hockey player in New York City. He has organized an annual hockey tournament to raise money for Ice Hockey in Harlem, a nonprofit organization that sponsors under privileged youth to play organized hockey in Central Park.

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

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