Jacob Cohen has been an investment adviser representative at Wealthtrust Axiom since October 2025, and is not listed among the firm’s executive officers or direct owners.
Wealthtrust Axiom, LLC is a Wayne, PA firm with $900M under management, 589 clients and 5 advisers in one office, as of its July 2026 filing.
- Axiom Asset ManagementCurrent– present · 1 yearWayne, PA · Adviser representative · Firm CRD 145186
Investment adviser representative registrations
Jacob Cohen is registered as an investment adviser representative in Pennsylvania, since October 2025.
- PennsylvaniaSince 21 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Greer Cohen
- CRD
- 8144216
- Firm
- Wealthtrust Axiom · CRD 145186
- Office
- 550 E SWEDESFORD RD, SUITE 110, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Cohen work?
Jacob Cohen is an investment adviser representative registered through Wealthtrust Axiom, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Cohen a financial advisor?
Yes. Jacob Cohen has a current investment-adviser registration in Pennsylvania, through Wealthtrust Axiom since October 2025.
How many years of experience does Jacob Cohen have?
Jacob Cohen has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Jacob Cohen passed?
Jacob Cohen passed the Series 65 in October 2025.
Where is Jacob Cohen based?
Jacob Cohen’s registered office is in Wayne, PA.
Is Jacob Cohen registered with FINRA?
No. Jacob Cohen has no current broker registration.
How can I verify Jacob Cohen’s record?
Search CRD 8144216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Cohen’s full registration record.
Michael HeabergChief Executive Officer- Daniel BergChief Financial Officer
David WebsterChief Compliance Officer
Craig RoseManaging Director- Jared SchwartzChief Risk Officer