Trustee, EH Series A Preferred Revocable Trust · Freedom Investment Management, Inc.
Jeffrey M. Cohen
CRD 2528929 · Named on Form ADV at one SEC-registered adviser
At a glance
Freedom Investment Management, Inc., an SEC-registered wealth manager based in South Windsor, CT with $569 million in regulatory assets, lists Jeffrey M. Cohen on its Form ADV as Trustee, EH Series A Preferred Revocable Trust, a control person.
Firms and roles
- Freedom Investment Management, Inc.Trustee, EH Series A Preferred Revocable TrustWealth manager · South Windsor, CT · $569M in regulatory assets
AtlasMembers
Jeffrey’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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Colleagues named on the same filings
- Steven M. DaignaultChief Financial Officer, Freedom Investment Management, Inc.
- John A. O'ConnorPresident & CCO, Freedom Investment Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.