Jake Cohn, Cfp®

Jake Cohn, Cfp® Email and Phone Number

President, Thomas Cohn Associates andWealth Advisor, Northwestern Mutual Wealth Management Company @ Northwestern Mutual
milwaukee, wisconsin, united states
Jake Cohn, Cfp®'s Location
St Louis, Missouri, United States, United States
Jake Cohn, Cfp®'s Contact Details

Jake Cohn, Cfp® work email

Jake Cohn, Cfp® personal email

n/a
About Jake Cohn, Cfp®

Thomas Cohn Associates is a family business backed by the strength of Northwestern Mutual Wealth Management. We help prosperous families and businesses build, protect and transfer wealth.In 2017, we merged two practices and two generations into one family business. Now we’re working to meet the financial needs of families from young to mature, and companies from startup to succession. My team and I offer our clients expert, collaborative planning; creative problem-solving; the highest-quality products available; and personal, thorough, knowledgeable service.For more information on products and services, visit my site at http://www.nmfn.com/williamjcohn

Jake Cohn, Cfp®'s Current Company Details
Northwestern Mutual

Northwestern Mutual

View
President, Thomas Cohn Associates andWealth Advisor, Northwestern Mutual Wealth Management Company
milwaukee, wisconsin, united states
Employees:
31224
Jake Cohn, Cfp® Work Experience Details
  • Thomas Cohn Associates
    President
    Thomas Cohn Associates Jul 2017 - Present
    Greater St. Louis Area, Greater New York Area
    Jake Cohn, President, was inspired by his father, Tom Cohn, to venture into the life insurance business in 2007. Since then, Jake has worked to create enduring relationships with his clients by providing expert guidance for a lifetime of financial strength. He and the Thomas Cohn Associates team work with successful professionals, closely held businesses, families, and client advisors to help them protect wealth, meet financial goals and objectives, and enhance the results of estate plans.Tom Cohn, Chairman, has spent more than 40 years counseling clients on the value of life insurance in their planning, and more than 30 years serving as a resource to sophisticated professional advisors designing strategies to maximize their clients’ estate plans. His practice is focused on addressing issues that arise in the transfer of wealth to future generations and philanthropic organizations.The Thomas Cohn Associates team is a group of professionals who excel at executing our creative strategies and consistently delivering outstanding client service.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Dec 2007 - Present
    Midtown, Manhattan
    I consider myself fortunate to be able to do the type of work that I do, which makes a positive impact on my clients' financial lives. Along with my wonderful team, we work to help our clients achieve financial success by aligning their current financial picture with their future financial goals. Along with a Network of Specialists, we provide innovative solutions using world class insurance services and internationally recognized investment products to identify the necessary actions to turn our clients' financial vision into a reality.
  • Enterprise Rent A Car
    Manager
    Enterprise Rent A Car Sep 2005 - Nov 2007

Jake Cohn, Cfp® Skills

Finance Disability Insurance Financial Advisory Financial Modeling Estate Planning Life Insurance Management Investments Financial Analysis Long Term Care Securities Networking Financial Planning Strategic Financial Planning Strategic Planning Leadership Customer Service Small Business Wealth Portfolio Management Retirement Planning Long Term Care Insurance Valuation Retirement Insurance

Jake Cohn, Cfp® Education Details

Frequently Asked Questions about Jake Cohn, Cfp®

What company does Jake Cohn, Cfp® work for?

Jake Cohn, Cfp® works for Northwestern Mutual

What is Jake Cohn, Cfp®'s role at the current company?

Jake Cohn, Cfp®'s current role is President, Thomas Cohn Associates andWealth Advisor, Northwestern Mutual Wealth Management Company.

What is Jake Cohn, Cfp®'s email address?

Jake Cohn, Cfp®'s email address is ja****@****ual.com

What schools did Jake Cohn, Cfp® attend?

Jake Cohn, Cfp® attended Depauw University.

What are some of Jake Cohn, Cfp®'s interests?

Jake Cohn, Cfp® has interest in Basketball, Chess.

What skills is Jake Cohn, Cfp® known for?

Jake Cohn, Cfp® has skills like Finance, Disability Insurance, Financial Advisory, Financial Modeling, Estate Planning, Life Insurance, Management, Investments, Financial Analysis, Long Term Care, Securities, Networking.

Who are Jake Cohn, Cfp®'s colleagues?

Jake Cohn, Cfp®'s colleagues are Spencer Viola, Brandon Burton, Josh Willitts, Donald K. Kirk Clu, Chfc, Helen Duros, John Hunt, Elle Kudick.

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