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Jacob Cheyette Cohen

Focus Partners Wealth, LLC

West Hartford, CT

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
TX RA APPROVED 2024-11-01
  • CT RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-01

Branch Locations

75 Isham Road Suite 310, West Hartford, CT 06107 • 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
Student West Hartford CT 05/2011 06/2017
Dog Days Of West Hartford West Hartford CT 08/2017 08/2019
Gyl Financial Synergies West Hartford CT 03/2021 Present
The Colony Group, Llc Boston MA 11/2024 Present
University Of Massachusetts Amherst Amherst MA 09/2013 06/2017
Harvard Extension University Cambridge MA 06/2019 03/2021
Green Cambridge Cambridge MA 07/2020 02/2021
  • 05/2011 → 06/2017
    Student
    West Hartford, CT
  • 08/2017 → 08/2019
    Dog Days Of West Hartford
    West Hartford, CT
  • 03/2021 → Present
    Gyl Financial Synergies
    West Hartford, CT
  • 11/2024 → Present
    The Colony Group, Llc
    Boston, MA
  • 09/2013 → 06/2017
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2019 → 03/2021
    Harvard Extension University
    Cambridge, MA
  • 07/2020 → 02/2021
    Green Cambridge
    Cambridge, MA
Previous Registrations
  • 2021-07-16 → 2024-12-06
    Gyl Financial Synergies, Llc
    West Hartford, CT
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-16
  • S65 Uniform Investment Adviser Law Examination
    2021-07-16

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
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