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JC

James Cohen

WILLOW WEALTH MARKETS
NEW YORK, NY 10016
CRD#: 8158246
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JC
James CohenWILLOW WEALTH MARKETS

Professional summary

James Cohen, who also goes by Jamie Cohen, is a registered financial professional currently at WILLOW WEALTH MARKETS LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 2026. James has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jamie 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view James 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

January 7, 2026 - Present

WILLOW WEALTH MARKETS LLC

Office #1: 245 Fifth Avenue 21st Floor, New York, NY 10016
BD
CRD#: 172295
NEW YORK, NY

State Registrations and Notice Filings

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

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
New York
(4/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/10/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WW
WILLOW WEALTH MARKETS LLC
REALCADRE COMPANY | YIELDSTREET MARKETS LLC | WILLOW WEALTH MARKETS LLC | REALCADRE LLC

CRD#: 172295 / SEC#: , 8-69506

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
300 Park Avenue 15th Floor, New York, NY 10022
Mailing Address
300 Park Avenue 15th Floor, New York, NY 10022
Phone number
(844) 943-5378
Established
Delaware since 06/15/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
YIELDSTREET HOLDINGS LLCHOLDING COMPANY
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
KERR, PETERCHIEF EXECUTIVE OFFICER5843450
MOSKATEL, JEFFREYCHIEF COMPLIANCE OFFICER7076288
SINELNIKOV, PETER SERGEYPRINCIPAL FINANCIAL OFFICER6493208

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

WILLOW WEALTH MARKETS LLC

CRD#: 172295New York, NY 10016

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