Jack Cohen nieto
Investment adviser representative at Finec Asset Management
15 yearsExperience
1 stateRegistered in
$157MFirm assets
1 yearFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Finec Asset Management LLCMay 2022 to now
- Finec Asset Management Sa De Cv Asesores En Inversiones IndependSep 2020 to now
- Deloitte Touce Tohmatsu LimitedJan 2019 to Sep 2020
- Seguros Monterrey New York LifeNov 2016 to Nov 2017
- Instituto Tecnol�gico y De Estudios Superiores De MonterreyAug 2011 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Finec Asset Management
Legal name: Finec Asset Management LLC
$157MAssets managed
163Clients
6Advisers
1 yearIn 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
- 7602092
- Firm CRD
- 231789