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Inactive

Jacob Cohen

Creative Planning

Chicago, IL

Chicago, IL

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-15
  • IL RA
    APPROVED
    Since 2023-05-15

Branch Locations

Chicago, IL • United States

1 N Wacker Drive, Suite 1700, Chicago, IL 60606 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
University Of South Carolina Columbia SC 08/2014 05/2020
Chester River Company Centreville MD 06/2018 08/2018
Towson Tavern Towson MD 10/2019 01/2021
Lpl Financial Llc Timonium MD 01/2021 05/2023
R-Squared Manhasset NY 06/2019 09/2019
Hergenroeder Financial Advisors, Inc. Timonium MD 01/2021 05/2023
Creative Planning, Llc Overland Park KS 05/2023 Present
  • 08/2014 → 05/2020
    University Of South Carolina
    Columbia, SC
  • 06/2018 → 08/2018
    Chester River Company
    Centreville, MD
  • 10/2019 → 01/2021
    Towson Tavern
    Towson, MD
  • 01/2021 → 05/2023
    Lpl Financial Llc
    Timonium, MD
  • 06/2019 → 09/2019
    R-Squared
    Manhasset, NY
  • 01/2021 → 05/2023
    Hergenroeder Financial Advisors, Inc.
    Timonium, MD
  • 05/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-05
  • S66 Uniform Combined State Law Examination
    2022-05-05
Other Names
  • Jake Cohen

View on SEC IAPD

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