ZC
Zachary M. Cohen
J. W. COLE ADVISORS
Jacksonville, FL
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CRD#: 5942448
ZC
Professional summary
Zachary Michael Cohen, who also goes by Zach Cohen, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Jacksonville, Florida and J.W. COLE FINANCIAL, INC. located in Jacksonville, Florida.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Zachary has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Cohen
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.
(1) COHEN WEALTH ADVISORY/DBA; INVESTMENT RELATED; 301 W. Bay Street, Ste 1424, Jacksonville, FL 32202; FINANCIAL ADVISORY SERVICES, INSURANCE AND RETIREMENT PLANNING; TITLE/POSITION: FINANCIAL ADVISOR/OWNER; START DATE: 11/10/2021; 160 HRS PER MONTH; 160 HRS DURING TRADING. (2) ZACHARY COHEN LLC; INVESTMENT RELATED; 301 W. Bay Street, Suite 1424, Jacksonville, FL 32022; PROFESSIONAL LIABILITY PROTECTTION; OWNER; 7/30/18; 160 HRS PER MONTH DURING TRADING HOURS. (3) INSURANCE AGENT - INVESTMENT RELATED - 301 W. Bay Street, Suite 1424, Jacksonville, FL 32202 - INSURANCE - AGENT - 3/1/2017 - 120 HRS PER MONTH DURING TRADING HRS. (4) LOAN REFERRALS; NON-INVESTMENT RELATED; 2579 PINERIDGE RD., JACKSONVILLE, FL 32207; WORK WITH SEVERAL LENDING INSTITUTIONS TO HELP CLIENTS REFINANCE LOANS, PURCHASE COMMERCIAL PROPERTIES, START-UPS AND ACQUISITIONS AND RECEIVES REFERRAL FEES. (5) Douglas & Cohen Doctor's Wealth; Wealth Management services for Doctors; Investment related; 301 W Bay Street, Suite 1424, JACKSONVILLE FL 32202; Partner/Manager; Managing and oversight as we develop a presence in the medical and dental markets, marketing to medical and dental associations/institutions, providing insurance and wealth management for doctors; Start 5/1/24; 50 hours /month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Michael Cohen's 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®
NoneExperience
Current
June 14, 2016 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Jacksonville, FL
Current
March 28, 2016 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 301 W. Bay Street Suite 1424, Jacksonville, FL 32202BD
CRD#: 124583
Jacksonville, FL
Past
July 23, 2013 - February 23, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
JACKSONVILLE, FL
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/3/2022)
RR
Florida(3/28/2016)
IAR
Florida(11/30/2016)
RR
New Hampshire(8/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
