Jonathan B. Cohen,
AWMA™ Managing Director Branch ManagerAs might be expected of one growing up as Bernie Cohen’s son, Jon received an early education about investing and the importance of responsible financial management. Through his father’s example, he saw that, properly guided, people could use their hard work to achieve great goals and provide for their families across generations.
These lessons inspired Jon, and he followed in his father’s footsteps, joining his practice in 1991. In the years since, Jon has distinguished himself as a financial advisor through his commitment to his clients. He is known for his responsiveness, accountability and empathy. Money matters can be difficult to discuss – Jon makes sure his clients feel confident and comfortable conversing about their goals, their concerns and their hopes for their families.
Like his father, Jon has passed down the family tradition of stewardship to the next generation. Camille Marchesani joined the practice as a client service associate in 2023.
In his practice, Jon works primarily with families, professionals, professional athletes and other driven individuals who want to pursue meaningful goals and financial independence.
He has been recognized as a Best in State Wealth Advisor by Forbes in 2024 and has been a continuous member of the Raymond James Chairman’s Council since 2012. Additionally, he was named to the AdvisorHub 100 Solo Advisors to Watch list in 2023 and has been recognized by the Raymond James Pride Financial Advisors Network with its Ally Award in 2023.
Jon is a graduate of George Washington University where he earned a Bachelor of Arts degree in political communications.
Jon is on the advisory board of the Ali Forney Center in New York City, a charitable organization that provides support and life skills education to homeless LGBTQ youth. He also serves as a council member of the Raymond James Pride Financial Advisors Network, a 3 year elected position for the professional networking group that advocates serving the needs of LGBTQ advisors, clients and their families.
Outside the office, Jon enjoys softball, art collecting and wine – he is a level one sommelier. In 2024 he was inducted into his high school’s baseball hall of fame “JP Taravella Baseball Hall of Fame”. He is originally from New York, was raised in Coral Springs, Florida, and now resides in Jupiter, Florida, with his wife Gisella. The couple have three children: Camille, Ian and Bradley, and one grandchild.
Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
The Institute of Investment Management Consulting (IIMC) is an internal certification offered by Raymond James, for Raymond James’ advisors.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info
The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. 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 AdvisorHub.
The Ali Forney Center protects homeless Lesbian, Gay, Bisexual, Transgender, and Questioning youths from the harms of homelessness and empower them with the tools needed to be independent, by providing a home with stability, support, and comprehensive services, the center helps LGBTQ+ homeless youths get their lives back on track.
Pride Financial Advisor Network (PFAN) The Pride Financial Advisors Network is dedicated to providing support and resources for LGBT+ advisors through educational programs, interactive networking and business development opportunities.
The 2023 Pride Financial Advisors Network Ally Award is an internal recognition given to an associate or financial advisor who does not identify as being part of the LGBT+ community, but actively supports and advocates for LGBT+ individual and issues. Submission requests go out to the Members of the Pride Financial Advisors Network (PFAN), the individuals with the most votes get reviewed by the PFAN Advisory Council Members and they choose the award finalist. Time period upon which the rating is based is from 01/01/2022 to 12/31/2022 and was released on 06/29/2023. For 2023, 2 advisors were nominated, and 1 advisor was chosen as the finalist on 6/29/2023. The recognition is not representative of any client's experience, is not an endorsement by Raymond James, and is not indicative of advisor's future performance. No fee is paid in exchange for this recognition.
Raymond James is not affiliated with the above organizations and/or charitable causes.
