Jason Walker Cohen

Employer firm

Moment Partners, LLC CRD 332691

$1.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2010 → 11/2016
  Wells Fargo Advisors, Llc
  San Francisco, CA
• 11/2016 → 11/2024
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 11/2024 → Present
  Moment Partners, Llc
  San Francisco, CA

Previous Registrations

• 2012-10-08 → 2024-11-27
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  Incline Village, NV

Other Businesses

HORIZONS FOUNDATION, INV RELATED; SAN FRANCISCO, CA, FINANCE COMMITTEE MEMBER, START 8/2/2018, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING BUDGET FOR ANALYSIS ADVICE AND OVERSIGHT.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-02

Designations

• Certified Financial Planner