Zachary Michael Cohen

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 09/2011 → Present
  Guardian
  Jacksonville, FL
• 02/2016 → 11/2021
  St. Johns Asset Management
  Jacksonville, FL
• 03/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) COHEN WEALTH ADVISORY/DBA; INVESTMENT RELATED; 301 W. Bay Street, Ste 1424, Jacksonville, FL 32202; FINANCIAL ADVISORY SERVICES, INSURANCE AND RETIREMENT PLANNING; TITLE/POSITION: FINANCIAL ADVISOR/OWNER; START DATE: 11/10/2021; 160 HRS PER MONTH; 160 HRS DURING TRADING. (2) ZACHARY COHEN LLC; INVESTMENT RELATED; 301 W. Bay Street, Suite 1424, Jacksonville, FL 32022; PROFESSIONAL LIABILITY PROTECTTION; OWNER; 7/30/18; 160 HRS PER MONTH DURING TRADING HOURS. (3) INSURANCE AGENT - INVESTMENT RELATED - 301 W. Bay Street, Suite 1424, Jacksonville, FL 32202 - INSURANCE - AGENT - 3/1/2017 - 120 HRS PER MONTH DURING TRADING HRS. (4) LOAN REFERRALS; NON-INVESTMENT RELATED; 2579 PINERIDGE RD., JACKSONVILLE, FL 32207; WORK WITH SEVERAL LENDING INSTITUTIONS TO HELP CLIENTS REFINANCE LOANS, PURCHASE COMMERCIAL PROPERTIES, START-UPS AND ACQUISITIONS AND RECEIVES REFERRAL FEES. (5) Douglas & Cohen Doctor's Wealth; Wealth Management services for Doctors; Investment related; 301 W Bay Street, Suite 1424, JACKSONVILLE FL 32202; Partner/Manager; Managing and oversight as we develop a presence in the medical and dental markets, marketing to medical and dental associations/institutions, providing insurance and wealth management for doctors; Start 5/1/24; 50 hours /month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-12
• S65 Uniform Investment Adviser Law Examination
  2015-12-22

Other Names

• Zach Cohen