Jeffrey J Cohen
Professional Summary
Jeffrey J Cohen, who also goes by Jeffrey Jordan Cohen, Jeffrey Cohen, is a registered financial advisor currently at DAWSON JAMES SECURITIES, INC. located in Boca Raton, Florida. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2020. Jeffrey has worked at 5 firms and has passed the Series 66, Series 79TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey J Cohen, Jeffrey Jordan Cohen, Jeffrey Cohen
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Disclosures on record.
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.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Current Firm
DAWSON JAMES SECURITIES, INC.
Contact Information
Main Address
2700 N. Military Trail Suite 100, Boca Raton, FL 33431Mailing Address
2700 N. Military Trail Suite 100, Boca Raton, FL 33431Phone Number
(561) 391-5555Established
Florida since 07/30/2002Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
12Arbitration
3Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
(1/5/2026)
(1/5/2026)
(5/22/2025)
(1/14/2025)
(1/14/2025)
(1/29/2025)
(2/4/2025)
(1/12/2026)
(1/14/2025)
(2/4/2025)
(2/3/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed May 2025About the Series 79TO examSRO Registrations
SRO Registrations
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey J Cohen's CRS (Customer Relationship Summary).
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC