Jonathon Cohen (CRD# 4639254) is an Investment Advisor Representative working at Pacific Shores Investment Advisors in Laguna Beach, CA and has over 21 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| In And Out Burger, Inc. | Laguna Beach, CA | Oct 2009 - Current | 14 |
| Pacific Shores Wealth Management | Laguna Beach, CA | May 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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