Jacob Greer Cohen
Investment adviser representative at Axiom Asset Management
10 yearsExperience
1 stateRegistered in
$899.6MFirm assets
19 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Axiom Asset ManagementSep 2025 to now
- Maccabi Tel Aviv BcAug 2021 to Jun 2025
- Obradoiro CabAug 2020 to Jun 2021
- Maccabi Tel Aviv BcAug 2017 to Jun 2020
- Maccabi Ashdod BcAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Axiom Asset Management
Legal name: Wealthtrust Axiom, LLC
$899.6MAssets managed
589Clients
4Advisers
19 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
- 8144216
- Firm CRD
- 145186