Best Investors Account Sign in

Jason S Cohen

Osaic Wealth, Inc.

Clarence, NY

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-08
  • NY RA
    APPROVED
    Since 2026-01-08

Branch Locations

9600 Main St, Clarence, NY 14031 • 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
Ubs Financial Services Canonsburg PA 11/2016 04/2017
Bessemer Trust New York NY 06/2017 04/2018
American Portfolios Financial Services, Inc. Holbrook NY 01/2018 10/2024
University Of Pittsburgh Pittsburgh PA 08/2014 Present
Osaic Wealth, Inc. Clarence NY 01/2026 Present
  • 11/2016 → 04/2017
    Ubs Financial Services
    Canonsburg, PA
  • 06/2017 → 04/2018
    Bessemer Trust
    New York, NY
  • 01/2018 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 08/2014 → Present
    University Of Pittsburgh
    Pittsburgh, PA
  • 01/2026 → Present
    Osaic Wealth, Inc.
    Clarence, NY
Previous Registrations
  • 2024-10-11 → 2024-10-21
    Osaic Wealth, Inc.
    Clarence, NY
    Scottsdale, AZ
  • 2018-02-21 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2018-02-16
Designations
Other Names
  • Jason S Cohen
  • Jason Scott Cohen

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PMC WEALTH, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
GLOBAL RETIREMENT PARTNERS LLC
COUNTRYSIDE FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

MARK EMERY JOHNSON
DANIEL PETER GHIRSIG
LAURA MARY O'GEEN
ROBERT BRUCE COHEN
CHRISTINA MARIE NORMAN
ROBERT HENRY COLE
Ryan J Liddell
MICHELLE HATTEN

Other Offices

CETERA INVESTMENT ADVISERS LLC · Clarence, NY
LPL FINANCIAL LLC · CLARENCE, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Clarence, NY
PMC WEALTH, LLC · CLARENCE, NY
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Clarence, NY
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Clarence, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
OSAIC WEALTH, INC. · WILLIAMSVILLE, NY

More in Clarence, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor