Jake Jourdan Cohen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 06/2017
  Permanent Value Inc.
  San Diego, CA
• 06/2017 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 12/2017 → 03/2019
  Bank Of America, N.A.
  La Jolla, CA
• 03/2019 → 02/2022
  Highcrest Capital, Llc
  Fredricksburg, TX
• 02/2022 → Present
  Creative Planning, Llc
  La Mesa, CA

Previous Registrations

• 2019-06-10 → 2022-06-15
  Highcrest Capital, Llc
  Fred Ricksburg, TX
• 2017-09-18 → 2019-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 2017-09-15 → 2017-09-21
  Permanent Value Inc.
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15

Other Names

• Jake Jourdan Cohen
• Jake Cohen