Jason Cohen, CFP®

Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6383
Fax: 301-253-3514
email: jcohen@sandyspringwm.com

Jason serves clients in Damascus, Germantown and Lisbon.

"My mission is to understand and analyze the individual goals and objectives of my clients and to provide continuous strategies. I strive to add value by advising and educating my clients while delivering excellent client service."

Areas of Focus

  • Wealth Management
  • Individual Retirement Planning
  • Corporate Retirement Planning

 

Community Involvement

  • Rebuilding Together with Christmas in April Volunteer
  • Damascus Community Fun Run
    Volunteer

 

Background, Education & Credentials

  • Certificate in Financial Planning, University of Maryland Baltimore County
  • Series 7 General Securities Registration
  • Series 63 State Law Registration
  • Series 65 Uniform Investment Advisor Registration
  • Maryland Life & Health Insurance Licenses
  • Bachelor of Business Administration in Finance from James Madison University, Harrisonburg, VA
  • CIMA® Certification from The Wharton School
*Registrations held through LPL Financial.

 

Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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