Jason Cohen joined Stratos Wealth Partners / Wealth Advocate Group, LLC in 2014 as a Wealth Advisor. 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.
Jason received his CFP designation in 2015 and holds his series 7 and 63 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.