AJ
Alan Jeffrey Cohn
CRD 1765469
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sage Financial Group Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sage Financial Group Inc.
Co President, Cfo, Cio, Director · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗