Jason Cohen, CFP®, CIMA®
Sandy Spring Wealth Management
LPL Financial Advisor
Phone: 800-399-5919 ext. 6383
Jason serves clients in Damascus, Germantown and Lisbon.
“My mission is to understand and analyze the individual goals and objectives of my clients and to provide continuous strategies. I strive to add value by advising and educating my clients while delivering excellent client service.”
Areas of Focus
• Wealth Management
• Individual Retirement Planning
• Corporate Retirement Planning
• Rebuilding Together with Christmas in April Volunteer
• Damascus Community Fun Run Volunteer
Background, Education & Credentials
• Certificate in Financial Planning, University of Maryland Baltimore County
• Series 7 General Securities Registration*
• Series 63 State Law Registration*
• Series 65 Uniform Investment Advisor Registration*
• Maryland Life & Health Insurance Licenses
• Bachelor of Business Administration in Finance from James Madison University, Harrisonburg, VA
• CIMA® Certification from The Wharton School
*Registrations through LPL Financial.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed afﬁliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not afﬁliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.