Jeffrey Steven Cohen

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/1998 → 12/2020
  Lincoln Financial Advisors Corporation
  Rye Brook, NY
• 12/2020 → Present
  Hightower Advisors Llc
  Rye Brook, NY
• 12/2020 → Present
  Hightower Securities Llc
  Rye Brook, NY

Previous Registrations

• 1999-09-01 → 2020-12-31
  Osaic Fa, Inc.
  New York, NY
  Rye Brook, NY
  Tarrytown, NY
  Rye Brook, NY
  Manalapan, NJ

Other Businesses

1)SILLER AND COHEN LLC, LLC ENTITY, INVESTMENT RELATED, MEMBER, ENTITY TO PAY BUSINESS EXPENSES, START 12/23/2009, 10HPM/DTH. 2)JEFFREY S. COHEN 800 WESTCHESTER AVENUE, SUITE S-504 RYE BROOK NY 10573 CATEGORY:LIFE SETTLEMENT INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: SALE OF A LIFE SETTLEMENT CASE START DATE:3/24/2010 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS:3 3)JEFFREY S. COHEN, 800 WESTCHESTER AVENUE, SUITE S-504, RYE BROOK NY 10573 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILTY, GROUP INSURANCE, FIXED ANNUITIES, LTC, TRADITIONAL LIFE INSURANCE AND INSURANCE PORTION OF HSAS. START DATE: 1-1-1988 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-27
• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Designations

• Certified Financial Planner

Other Names

• Jeff Cohen
• Jeffrey S Cohen