Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp® Email & Phone Number

Jeffrey is a distinguished financial advisor with the Certified Financial Planner™ (CFP®) designation, recognized as one of the highest standards in the industry. This prestigious certification underscores his proficiency in estate planning strategies, tax strategies, and investment management, ensuring that clients receive the highest standard of advice and support. His expertise and dedication make him an invaluable asset to The Holmes-Walters Wealth Management Group of Wells Fargo Advisors. With a focus on retirement planning and execution, Jeffrey leverages his extensive knowledge and experience to help clients navigate the complexities of retirement income, capital preservation, and unexpected healthcare events. His commitment to personalized guidance ensures that each client receives tailored strategies that helps align with their unique goals and legacy. Jeffrey’s dedication to his clients’ success is evident in his collaborative approach, providing clarity and confidence for their future. Jeffrey has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. He also earned his Certified Investment Management Analyst® (CIMA®) designation and holds his Accredited Investment Fiduciary® designation (AIF®). Jeffrey joined The Holmes-Walters Wealth Management Group of Wells Fargo Advisors in 2016. Jeffrey worked for over a decade in the investment management industry at BlackRock, Direxion Investments, and Alger Funds before joining Wells Fargo Advisors. His focus has centered on investment strategies and distribution in the mutual fund and ETF industry.Jeffrey earned a Bachelor of Science degree in Marketing from The Pennsylvania State University in 2006. Jeffrey holds the Series 7, 63, 65, 3 registrations and Life /Health Licenses.This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Mutual Funds, Financial Services, Alternative Investments, Equities, and 8 others.

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  Penn State University

  Business