Joshua Yehuda Menachem Cohen

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 06/2018
  Ramaz High School
  New York, NY
• 07/2018 → 10/2018
  Sothebys International Realty
  New York, NY
• 10/2018 → 06/2019
  Bar Ilan University
  Ramat Efal
• 07/2019 → 08/2019
  Sothebys International Realty
  New York, NY
• 08/2019 → 05/2022
  Binghamton University
  Binghamton, NY
• 12/2019 → 01/2020
  Sothebys International Realty
  New York, NY
• 05/2021 → 08/2021
  Electric Feel Ventures
  New York, NY
• 12/2020 → 02/2021
  Unemployed
  New York, NY
• 12/2021 → 01/2022
  Unemployed
  New York, NY
• 05/2022 → 08/2022
  Unemployed
  New York, NY
• 08/2022 → 09/2022
  Dynasty Consulting
  White Plains, NY
• 09/2022 → 12/2022
  Unemployed
  New York, NY
• 01/2023 → Present
  Oppenheimer & Co. Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-17