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Cohen Wealth AdvisoryFinancial advisor in Jacksonville, FL

Cohen Wealth Advisory is a financial advisor at 301 W Bay St Suite 1424, Jacksonville, FL 32202, ranked #42 of 168 financial advisors in Jacksonville and rated 5.0 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jacksonville, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Cohen Wealth Advisory
Address301 W Bay St Suite 1424, Jacksonville, FL 32202Get directions
Phone(904) 674-3387
Websitecohenwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Jacksonville and 11 towns within 25 miles: Bellair-Meadowbrook Terrace, Oakleaf Plantation, Fruit Cove, Lakeside, Atlantic Beach, Jacksonville Beach, Fleming Island, Ponte Vedra Beach, St. Johns, Palm Valley and Yulee.

Based in Jacksonville, FLView on map

Opening hours

Opening hours for Cohen Wealth Advisory
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cohen Wealth Advisory

How is Cohen Wealth Advisory ranked in Jacksonville?

Cohen Wealth Advisory is ranked #42 of 168 financial advisors in Jacksonville by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cohen Wealth Advisory’s hours?

Cohen Wealth Advisory is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cohen Wealth Advisory serve?

Serves Jacksonville and 11 towns within 25 miles: Bellair-Meadowbrook Terrace, Oakleaf Plantation, Fruit Cove, Lakeside, Atlantic Beach, Jacksonville Beach, Fleming Island, Ponte Vedra Beach, St. Johns, Palm Valley and Yulee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cohen Wealth Advisory?

Cohen Wealth Advisory has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cohen Wealth Advisory?

Call Cohen Wealth Advisory on (904) 674-3387. The business is at 301 W Bay St Suite 1424, Jacksonville, FL 32202. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cohen Wealth Advisory compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cohen Wealth Advisory (this business)—685.0 (10)NoNo
TOAMS Financial#40684.4 (18)NoNo4.8 mi
Excalibur Financial Services#41685.0 (10)NoNo8.7 mi
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