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JACQUELINE ANN COHEN
Jackie Ann Cohen, Jacqueline Ann Cohen
CRD#: 7069090
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 SAN FRANCISCO, CA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 SAN FRANCISCO, CA
Registration History
201920202021202220232024202520262 FIRMS2019 - 2019 (<1 year)2 FIRMS2019 - 2021 (1 year)2 FIRMS2022 - Present (3 years)IAPERIGON WEALTH MANAGEMENT, LLC (CRD# 131037)2021 - 2021 (<1 year)
License(s)

State Registrations

B
Alabama 1/21/2022

B
Montana 1/21/2022

B
Alaska 1/21/2022

B
Nebraska 1/21/2022

B
Arizona 1/21/2022

B
Nevada 1/21/2022

B
Arkansas 1/21/2022

B
New Hampshire 1/21/2022

B
California 1/21/2022

B
New Jersey 1/21/2022

IA
California 2/7/2022

B
New Mexico 1/21/2022

B
Colorado 1/21/2022

B
New York 1/21/2022

B
Connecticut 1/21/2022

B
North Carolina 1/21/2022

B
Delaware 1/21/2022

B
North Dakota 1/21/2022

B
District of Columbia 1/21/2022

B
Ohio 1/24/2022

B
Florida 1/21/2022

B
Oklahoma 1/21/2022

B
Georgia 1/21/2022

B
Oregon 1/21/2022

B
Hawaii 1/21/2022

B
Pennsylvania 1/21/2022

B
Idaho 1/21/2022

B
Puerto Rico 1/21/2022

B
Illinois 1/21/2022

B
Rhode Island 1/21/2022

B
Indiana 1/21/2022

B
South Carolina 1/21/2022

B
Iowa 1/21/2022

B
South Dakota 1/21/2022

B
Kansas 1/21/2022

B
Tennessee 1/21/2022

B
Kentucky 1/21/2022

B
Texas 1/21/2022

B
Louisiana 1/21/2022

IA
Texas 2/8/2022

B
Maine 1/21/2022

B
Utah 1/21/2022

B
Maryland 1/21/2022

B
Vermont 1/21/2022

B
Massachusetts 1/21/2022

B
Virginia 1/21/2022

B
Michigan 1/21/2022

B
Washington 1/21/2022

B
Minnesota 1/21/2022

B
West Virginia 1/21/2022

B
Mississippi 1/21/2022

B
Wisconsin 1/21/2022

B
Missouri 1/21/2022

B
Wyoming 1/21/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
SAN FRANCISCO, CA
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
Registered with this firm since 2/7/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
SAN FRANCISCO, CA
Registered with this firm since 1/21/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/04/2021 - 11/30/2021 PERIGON WEALTH MANAGEMENT, LLC (CRD#:131037) SAN FRANCISCO, CA
IA
09/10/2019 - 02/01/2021 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) San Ramon, CA
B
08/16/2019 - 02/01/2021 PRUCO SECURITIES, LLC. (CRD#:5685) San Ramon, CA
IA
05/23/2019 - 08/21/2019 AXA ADVISORS, LLC (CRD#:6627) SAN FRANCISCO, CA
B
04/10/2019 - 08/21/2019 AXA ADVISORS, LLC (CRD#:6627) SAN FRANCISCO, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.