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KC

Kevin M. Cohen

ONE WEALTH ADVISORS
San Francisco, CA 94110
Some features on this profile are disabled
CRD#: 2614998
KC

Professional summary

Kevin Michael Cohen is a registered financial advisor currently at ONE WEALTH ADVISORS, LLC located in San Francisco, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kevin has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Cohen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 15, 2016 - Present

ONE WEALTH ADVISORS, LLC

Office #1: 766 Valencia Street 2nd Floor, San Francisco, CA 94110
RIA
CRD#: 170910
San Francisco, CA
Past

June 24, 2011 - September 10, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SAN FRANCISCO, CA
Past

June 23, 2011 - September 10, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN FRANCISCO, CA
Past

July 27, 2006 - December 31, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN FRANCISCO, CA
Past

July 27, 2006 - June 27, 2011

J.P. MORGAN CLEARING CORP.

BD
CRD#: 28432
SAN FRANCISCO, CA
Past

September 3, 2002 - March 9, 2006

E*TRADE CLEARING LLC

BD
CRD#: 25025
JERSEY CITY, NJ
Past

December 21, 1995 - September 3, 2002

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

July 6, 1995 - November 15, 1995

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ONE WEALTH ADVISORS, LLC
ONE WEALTH ADVISORS, LLC | VERNA ADVISORS, LLC

CRD#: 170910 / SEC#: 801-79591

RIA
Registered Investment Advisory firm - (5/1/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/15/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 7/26/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/10/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/13/1998
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/2/1997
General Securities Principal Examination

Current Firm

OW
ONE WEALTH ADVISORS, LLC
ONE WEALTH ADVISORS, LLC | VERNA ADVISORS, LLC

CRD#: 170910 / SEC#: 801-79591

RIA
Registered Investment Advisory firm - (5/1/2014 Approved)
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Contact information

Main Address
766 Valencia Street 2nd Floor, San Francisco, CA 94110
Mailing Address
Phone number
(415) 729-1770
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ONE WEALTH DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts2,043
AUM (Assets Under Management)$ 1,052,358,555

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ONE WEALTH ADVISORS, LLC

CRD#: 170910San Francisco, CA 94110

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