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James N Perry

Cohen Investment Advisors, LLC

Amesbury, MA

Bedford, NH

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Current Employers
Cohen Investment Advisors, Llc

264 South River Road Suite 414, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
NH RA APPROVED 2025-05-07
TX RA APPROVED 2025-05-07
  • MA RA
    APPROVED
    Since 2025-06-16
  • NH RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

Boston North Technology Park, 110 Haverhill Road Suite 502, Amesbury, MA 01913 • United States

264 South River Road Suite 414, Bedford, NH 03110 • 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
Mfs Investment Management Boston MA 11/2013 03/2018
Natixis Distribution, L.P. Boston MA 03/2018 09/2022
Applied Capital Management Londonderry NH 09/2022 04/2025
Cohen Investment Advisors Bedford NH 04/2025 Present
  • 11/2013 → 03/2018
    Mfs Investment Management
    Boston, MA
  • 03/2018 → 09/2022
    Natixis Distribution, L.P.
    Boston, MA
  • 09/2022 → 04/2025
    Applied Capital Management
    Londonderry, NH
  • 04/2025 → Present
    Cohen Investment Advisors
    Bedford, NH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31
Designations

View on SEC IAPD

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