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Steven Jason Cohen

Cohen, Steven J Cfa

St Petersburg, FL

CRD 6546951

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Employer firm

Cohen, Steven J Cfa CRD 280027

$1.00M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cohen, Steven J Cfa

Suite 14342, 7901 4Th Street North, St Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-06
  • CA RA
    APPROVED
    Since 2026-03-06

Branch Locations

Suite 14342, 7901 4Th Street North, St Petersburg, FL 33702 • 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
OrganizationCityStateFromTo
Steven J Cohen Cfa Zurich 08/2011 Present
Sjc Capital Llc St Petersburg FL 01/2023 Present
  • 08/2011 → Present
    Steven J Cohen Cfa
    Zurich
  • 01/2023 → Present
    Sjc Capital Llc
    St Petersburg, FL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

WILLIAM LOUIS WATERS
JONATHON E TUFT
DANIEL SCOTT BARE

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · ST PETERSBURG, FL
OSAIC ADVISORY SERVICES, LLC · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · St. Petersburg, FL

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