Jonathan Cohen, Managing Director of Investments and Branch Manager, has more than 30 years of experience in the financial services industry and specializes in financial planning, investment strategies and asset allocation. He is a member of the Raymond James Chairman’s Council,* an honor awarded to a select few within the firm.
His goal for his clients is financial independence, so they can have the freedom to do what they want, when they want. He is passionate about making a difference in this clients’ lives and having a positive influence that can last for generations. He is known not only for his integrity and common sense when it comes to all financial matters, but a sense of humor that complements his more serious side.
Jon began his career in 1988 at Drexel Burnham in New York City, and moved to Florida in 1991 to work together with his father, who he calls his inspiration and role model.
Jon earned a bachelor’s degree in political communications from George Washington University. As a postgraduate, he completed the Wealth Management Certification Program of the University of Pennsylvania’s Wharton School, and the Securities Industry Association’s Branch Manager Development Program. Jon holds his Series 9, 10, 7, 63 and 65 licenses.
He earned the designation of Accredited Wealth Management Advisor from the College for Financial Planning, and is certified in point-and-figure technical analysis from Dorsey, Wright & Associates. Jon also recently completed his Level II of the Institute of Investment Management Consulting Certification Series. IIMC members are selected based on a demonstrated commitment to pursuing a consulting approach in managing and growing their practice**.
In 2019, 2020, and 2021, Jon was honored by being named to the Forbes List of Best-In-State Wealth Advisors, by Shook Research ***.
Jon was born in New York and grew up in Coral Springs, Florida. Today, he lives in Jupiter with his wife, Giselle. They have three children. Their oldest daughter works as a marketing manager for a luxury jewelry and diamond retailer, his middle child, lives in Los Angeles where they are the drummer for “Guppy the Band”, while working towards a Masters in Psychology at Antioch University and modeling. Their youngest is a recent graduate of Cornell and resides in NYC as a financial analyst for a major international bank.
In his free time, Jon enjoys traveling, playing softball and watching lacrosse. He is certified as a Level 1 Sommelier, so naturally his interests also include wine collecting and wine/food pairing. He is a former member of the board of directors for the North Palm Beach County American Cancer Society and currently sits on the Palm Beach County Pap Corps Host Committee for 2020****.
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* Chairman’s Council membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
** The Institute of Investment Management Consulting (IIMC) is an internal certification offered by Raymond James, for Raymond James’ advisors.
*** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. In 2021, out of approximately 32,725 nominations, more than 5000 advisors received the award. In 2020, out of approximately 32,000 nominations, more than 4000 received the award. In 2019, out of 29,334 advisors nominated by their firms, 3,477 received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
**** The Pap Corps Champions for Cancer Research is South Florida’s largest grassroots fundraising organization. The collective vision is a world without cancer. All funds raised benefit Sylvester Comprehensive Cancer Center at the University of Miami Miller School of Medicine. There, physicians and scientists work on groundbreaking research programs to eradicate all forms of cancer.
Raymond James is not affiliated with any of the organizations listed above.