Jason A. Cohen
Professional summary
Jason Adam Cohen is a registered financial professional currently at TRIPLE P SECURITIES, LLC located in New York, New York.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Adam Cohen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2023 - Present
TRIPLE P SECURITIES, LLC
Office #1: 640 Fifth Avenue 10th Floor, New York, NY 10019Office #2: 640 Fifth Avenue 10th Floor, New York, NY 10019November 21, 2019 - April 13, 2022
LAZARD FRERES & CO. LLC
June 19, 2008 - December 5, 2019
LAZARD MIDDLE MARKET LLC
March 28, 2008 - July 23, 2008
GOLDSMITH, AGIO, HELMS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/4/2023)
(9/18/2025)
(11/21/2023)
(11/17/2023)
(12/7/2023)
Exams
Series 99TO
Date: 6/28/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
TRIPLE P SECURITIES, LLC
CRD#: 323197 / SEC#: , 8-71006
Contact information
FINRA licenses (5 States and Territories)
Documents
Red Flags
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