Jonathan Cohen, Managing Director of Investments, and Branch Manager has more than 35 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 his 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 has received 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, as well as his Level II of the Instituted 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 2023, as in several prior years, Jon was honored by being named to the Forbes List of Best-In-State Wealth Advisors, by Shook Research. *** That same year, he was listed amongst the 100 Solo Advisors to Watch in AdvisorHub 2023****

He is deeply rooted in philanthropic endeavors locally, and internationally. His involvement in a clean water project through ASOH***** led to a chicken coop program which he personally made possible for the Masweng Primary School in South Africa. Jon is a strong ally and advocate for the Ali Forney Center, ****** which provides services to the LGBTQ+ homeless youth of New York City. He has recently been appointed as a council member of the Pride Financial Advisors Network******* at Raymond James and was awarded the Ally Award for 2023********.

Today, Jon lives in Jupiter with his wife, Giselle. They have three children. Their oldest, is the 3^rd generation of the Cohen & Son Team. She and her husband have recently welcomed their first child. Their middle child lives in Los Angeles where they drum for “Guppy the Band”, models, and is a Customer Service rep for an online gaming and collectibles company. Their youngest, resides in NYC as an associate for a major international bank.

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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 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.

***** ASOH, A Spring of Hope is a community development organization in the Limpopo and Mpumalanga provinces of South Africa. By promoting food security, access to clean water, and community development, ASOH seeks to empower rural South Africans to pave their own path into the future

****** 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 any of the organizations listed above