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Bosmat Cohen

Edward Jones

Cheshire, CT

CRD 7122219

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-08-06
  • CT RA
    APPROVED
    Since 2019-08-06

Branch Locations

100 Hinman St Ste 4, Cheshire, CT 06410 • 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
Edward Jones St Louis MO 06/2019 Present
Lincoln College Of New England Southington CT 09/2010 07/2017
Southington - Cheshire Ymca Southington CT 01/2009 Present
Cheshire Board Of Education Cheshire CT 01/2018 05/2019
  • 06/2019 → Present
    St Louis, MO
  • 09/2010 → 07/2017
    Lincoln College Of New England
    Southington, CT
  • 01/2009 → Present
    Southington - Cheshire Ymca
    Southington, CT
  • 01/2018 → 05/2019
    Cheshire Board Of Education
    Cheshire, CT
Other Businesses

Southington-Cheshire Y Type of business: Community Services Southington, CT Start date: 9/1/2009 Spinning Instructor Hours per week: 2 Hours during trading: 0 Teaching indoor cycling class ***** Southington-Cheshire Y Type of business: Community Services Southington, CT Start date: 9/1/2009 Spinning Instructor Hours per week: 21 Hours during trading: 2 Teaching indoor cycling class ***** "Southington-Cheshire Y Type: Community Services Date: 09/01/09 Title: Spinning Instructor Trad Hrs: 0 Tot Hrs: 1 Desc: Teaching indoor cycling class City-State: Southington CT"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
  • S66 Uniform Combined State Law Examination
    2019-08-03
Designations
  • Certified Financial Planner
Other Names
  • Bosmat Ayala Cohen

View on SEC IAPD

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