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Jason Cohen, CFP®

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3750 Park East Dr Ste 200

Beachwood, OH

44122-4348

Phone:

Email:

440-505-5751

jcohen@Wadvocate.com

https://www.wealthadvocategroup.com/

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Jason Cohen joined Stratos Wealth Partners / Wealth Advocate Group, LLC in 2014 as a Financial Planner. After earning a bachelor’s degree in public management from Indiana University, he began his career in the financial services industry in 2006 as a case manager at Lincoln Financial Advisors. At Lincoln, Jason was responsible for estate planning, education funding analysis, risk management, business succession, investments, financial independence and cash flow planning for high net worth clients.

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Jason received his CFP designation in 2015 and holds his series 7 through LPL Financial as well as life and health insurance licenses. As Chief Operating Officer, Jason is in charge of firm operations including portfolio trading and analysis, training of new advisors, financial plan production and client relationship management.

 

In his spare time, Jason loves being active in sports and spending time with friends and family.

 

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered Investment Advisor.  Stratos Wealth Partners and Wealth Advocate Group, LLC are separate entities from LPL Financial. 

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Securities offered through LPL Financial, member FINRA/SIPC. 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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