Jay William Cohen
Investment adviser representative at Monterey Wealth
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$300.1MFirm assets
Are you Jay William Cohen? Claim your profile
Contact this firm
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
- Pension consulting
Experience
21 years in the industry.
- Monterey WealthMay 2020 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Sep 2005 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (GA).
Monterey Wealth
Legal name: Monterey Wealth Partners LLC
$300.1MAssets managed
157Clients
4Advisers
6 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
- 4470591
- Firm CRD
- 172577