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Member, Managing Partner · Moment Partners, LLC

Jason W. Cohen

CRD 5859615 · Named on Form ADV at one SEC-registered adviser

At a glance

Moment Partners, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $1.2 billion in regulatory assets, lists Jason W. Cohen on its Form ADV as Member, Managing Partner, a control person.

Firms and roles

  • Moment Partners, LLCMember, Managing PartnerWealth manager · SAN Francisco, CA · $1.2B in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.