Jonathon Daniel Cohen

Current Employers

Pacific Shores Investment Advisors

Laguna Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Laguna Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pacific Shores Wealth Management	Laguna Beach	CA	05/2009	Present
In And Out Burger, Inc.	Laguna Beach	CA	10/2009	Present

05/2009 → Present

Pacific Shores Wealth Management

Laguna Beach, CA
10/2009 → Present

In And Out Burger, Inc.

Laguna Beach, CA

Previous Registrations

2009-05-27 → 2016-12-31

Pacific Shores Investment Advisors

Laguna Beach, CA
2007-04-02 → 2009-05-26

Morgan Stanley & Co. Llc

Laguna Beach, CA
2004-06-04 → 2007-04-02

Morgan Stanley Dw Inc.

Laguna Beach, CA

Laguna Beach, CA

Other Businesses

1) IN AND OUT BURGER, INC, START DATE: 10.9.09, JOB TITLE: FINANCIAL ADVISOR, SHORT DESCRIPTION OF DUTIES: ADVISES PRINCIPALS REGARDING INVESTMENT RELATED MATTERS, PERCENTAGE OF MARKET HOURS SPENT PERFORMING WORK FOR IN-N-OUT: 60 MKT HRS PER MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-06-03
S63	Uniform Securities Agent State Law Examination	2003-04-08

S65 Uniform Investment Adviser Law Examination

2004-06-03
S63 Uniform Securities Agent State Law Examination

2003-04-08

View on SEC IAPD