Jack Isaac Daniel 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

• 10/2013 → 11/2016
  Itau International Securities, Inc.
  Miami, FL
• 11/2016 → 06/2023
  Morgan Stanley
  Aventura, FL
• 12/2016 → 06/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2023 → Present
  Raymond James & Associates
  Aventura, FL
• 12/2016 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-11-22 → 2023-06-06
  Morgan Stanley
  Aventura, FL
• 2012-07-06 → 2013-10-17
  Hsbc Securities (Usa) Inc.
  Miami, FL

Other Businesses

(1)Name of Business: Nunuland LLC Address: 3598 Yacht Club Dr Apt 1501 , Aventura, FL, 33180, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 05/21/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of my brother property in Miami, help pay HOA expenses - maintenance and repairs if needed.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  2007-09-04

Other Names

• Jack Isaac Cohen