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President · Monterey Wealth

Jay W. Cohen

CRD 4470591 · Named on Form ADV at one SEC-registered adviser

At a glance

Monterey Wealth, an SEC-registered asset manager based in Atlanta, GA with $300 million in regulatory assets, lists Jay W. Cohen on its Form ADV as President, a control person.

Firms and roles

  • Monterey WealthPresidentAsset manager · Atlanta, GA · $300M in regulatory assets

AtlasMembers

Jay’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
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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 Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.