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Jeffrey Cohen

Partner and Managing Director at Sapient Capital

Investment adviser registrationParadise Valley, AZSEC record checked 17 October 2026

29
Years in the industry
3
Years at the firm
5
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffrey Cohen is Partner and Managing Director of Sapient Capital LLC, a Indianapolis investment adviser managing $13.8B. Jeffrey Cohen has been registered through Sapient Capital since 17 February 2023, has 29 years in the industry across 5 firms and has passed 5 licensing exams.

Role at Sapient Capital

Title on Schedule A
Partner and Managing Director
Control
Jeffrey Cohen is a control person of Sapient Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Cohen has held the filed role since February 2023.

The firm

Sapient Capital LLC
Indianapolis, IN

Form ADV filed 31 August 2026

$13.8B AUM1,017 clients30 advisers5 offices

Career on record

Jeffrey Cohen has been registered through Sapient Capital since February 2023, and before that through Knall/cohen Investments, LLC, Ksm Capital Advisors, LLC and Mcdonald Investments Inc..

Firms and exams, newest first
  1. Sapient Capital LLCCurrent
    – present · 4 years
    Paradise Valley, AZ · Adviser representative · Firm CRD 324899
  2. Passed SIE · 2018
  3. Knall/cohen Investments, LLC
    – · 2 years
    Indianapolis, IN · Adviser representative · Firm CRD 128614
  4. Stifel, Nicolaus & Company, Incorporated
    – · 18 years
    Indianapolis, IN · Adviser representative · Firm CRD 793
  5. Passed Series 31 · 2004
  6. Knall/cohen Investments, LLC
    – · 3 years
    Indianapolis, IN · Adviser representative · Firm CRD 128614
  7. Ksm Capital Advisors, LLC
    – · 2 years
    Indianapolis, IN · Adviser representative · Firm CRD 124439
  8. Mcdonald Investments Inc.
    – · 6 years
    Indianapolis, IN · Adviser representative · Firm CRD 566
  9. Passed Series 65 · 1998
  10. Passed Series 7 and Series 63 · 1997

Registrations and exams

Jeffrey Cohen has a current investment-adviser registration in Arizona and Indiana and has passed 5 qualifying exams.

Arizona13 October 2026
Scope
Investment adviser representative
Status
Approved
Indiana17 February 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 652 March 1998
Name
Uniform Investment Adviser Law Examination
Series 6320 March 1997
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 3117 September 2004
Name
Futures Managed Funds Examination
Series 713 March 1997
Name
General Securities Representative Examination

Individual record

Full name
Jeffrey Scott Cohen
CRD
2846669
Firm
Sapient Capital LLC
Registration status
Investment adviser registration
Office
Paradise Valley, AZ

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jeffrey Cohen work?

Jeffrey Cohen has been Partner and Managing Director of Sapient Capital LLC since February 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 August 2026

Is Jeffrey Cohen a financial advisor?

Yes. Jeffrey Cohen has a current investment-adviser registration in Arizona and Indiana, through Sapient Capital since February 2023, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffrey Cohen have?

Jeffrey Cohen has worked in the financial industry for 29 years as of 17 October 2026, counted from 13 March 1997, across 5 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffrey Cohen passed?

Jeffrey Cohen has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 31 and SIE. The earliest, the Series 7, was passed in March 1997.

Source: IAPD individual record, checked 17 October 2026

Where did Jeffrey Cohen work before Sapient Capital?

Before Sapient Capital, Jeffrey Cohen was registered through Knall/cohen Investments, LLC, January 2007 to December 2008; Knall/cohen Investments, LLC, October 2003 to December 2006; Ksm Capital Advisors, LLC, February 2003 to April 2005; Mcdonald Investments Inc., January 1999 to May 2005.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffrey Cohen based?

Jeffrey Cohen’s registered office is in Paradise Valley, AZ.

Source: IAPD individual record, checked 17 October 2026

Leadership at Sapient Capital

Sources

  1. IAPD individual record, CRD 2846669. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sapient Capital LLC, filed 31 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Cohen or Sapient Capital LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.