Jason Cohen, CFP®, CIMA®
Sandy Spring Wealth Management
LPL Financial Advisor
Phone: 800-399-5919 ext. 6383
email: [email protected]
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, HI, 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.