Jonathan David Cohen
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
Are you Jonathan David 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 feeOther
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
10 years in the industry.
- Mercer Global Advisors Inc.Aug 2026 to now
- MML Investors Services, LLCSep 2023 to Aug 2026
- Massmutual Life Insurance CoJun 2023 to Aug 2026
- Aquantus, LLCAug 2021 to Mar 2023
- La-z-boy Furniture Galleries of AmericaJan 2021 to Aug 2021
- UnemployedJul 2020 to Jan 2021
- Beech Valley SolutionsNov 2019 to Jul 2020
- UnemployedMay 2019 to Nov 2019
- HaysJan 2019 to May 2019
- AdeccoMar 2018 to Jan 2019
- UnemployedNov 2017 to Mar 2018
- American Red CrossSep 2017 to Nov 2017
- UnemployedMay 2017 to Sep 2017
- United Way of New York CityMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 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
- 7804345
- Firm CRD
- 147363