Joy Prefer cohen
Investment adviser representative at Blackridge Asset Management, LLC
21 yearsExperience
1 stateRegistered in
$216.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Blackridge Asset Management, LLCJul 2025 to now
- Peak Brokerage ServicesJul 2025 to now
- Financially Empowered, LLCOct 2020 to now
- Cheviot Value ManagementMar 2024 to Jul 2025
- Clearbridge Investments LLCDec 2005 to Oct 2020
- Legg Mason & Co LLCDec 2005 to Oct 2020
- Legg Mason Investor Services, LLCDec 2005 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blackridge Asset Management, LLC
$216.7MAssets managed
2,433Clients
63Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453525
- Firm CRD
- 277085