Jonathan B Cohen

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Jupiter, FL

Previous Registrations

• 2006-08-07 → 2013-02-13
  Morgan Keegan & Company, Llc
  Jupiter, FL
• 2005-05-10 → 2006-08-29
  Janney Montgomery Scott Llc
  North Palm Beach, FL
  Palm Beach Gardens, FL

Other Businesses

1)Name of Business : Alexander Burbank Murray Trust Address: Palm Beach Gardens, FL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:No Start Date: 01/09/2017 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Trustee 2) Name of Business : Larry Kraines Irrevocable Life Insurance Trust Address: Jupiter, FL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:Yes Start Date: 07/31/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: write one check a year to insurance company to par for Life Insurance (I am not the agent on policy, my cousin--Larry's son is)

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-05
• S63 Uniform Securities Agent State Law Examination
  1989-03-16

Other Names

• Jonathan Cohen