Jacob Cohen
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Creative Planning, LLCMay 2023 to now
- Hergenroeder Financial Advisors, Inc.Jan 2021 to May 2023
- LPL Financial LLCJan 2021 to May 2023
- Towson TavernOct 2019 to Jan 2021
- R-squaredJun 2019 to Sep 2019
- Chester River CompanyJun 2018 to Aug 2018
- University of South CarolinaAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 7332166
- Firm CRD
- 105348