Jay William Cohen
PresidentMonterey Wealth Partners LLCCRD 4470591
About Jay William Cohen
Jay William Cohen is listed as President at Monterey Wealth Partners LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%. Jay William Cohen is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Monterey Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jay William Cohen work?
Jay William Cohen is listed as President at Monterey Wealth Partners LLC on SEC Form ADV.
How much of Monterey Wealth Partners LLC does Jay William Cohen own?
Form ADV reports a beneficial ownership band of Under 5%.
Monterey Wealth Partners LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Monterey Wealth Partners LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |