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RIA / WealthAdvisor10 years in industry

Jake Jourdan Cohen

Advisor at CREATIVE PLANNING

San Diego, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2d0cd909-5444-3052-d586-297dcf3b8f19

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 15, 2017
First registration: Sep 15, 2017
Dual registered: no
Other names: JAKE JOURDAN COHEN|Jake Cohen
IAPD individual key: 6492347

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Feb 4, 2022	n/a	yes	OVERLAND PARK, KS\|San Diego, CA	Current employment
HIGHCREST CAPITAL, LLC	Asset manager	Jun 10, 2019	Jun 15, 2022	no	FRED RICKSBURG, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 18, 2017	Mar 22, 2019	no	LA JOLLA, CA	Previous registration
PERMANENT VALUE INC.	Former SEC adviser	Sep 15, 2017	Sep 21, 2017	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHCREST CAPITAL, LLC	CREATIVE PLANNING	Jun 15, 2022	Feb 4, 2022	-131	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HIGHCREST CAPITAL, LLC	Mar 22, 2019	Jun 10, 2019	80	Firm change	Other
PERMANENT VALUE INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 21, 2017	Sep 18, 2017	-3	Firm change	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Feb 4, 2022 to presentfactForm ADV
→ HIGHCREST CAPITAL, LLCRegistered adviserregistration: previous registration
Jun 10, 2019 to Jun 15, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 18, 2017 to Mar 22, 2019factForm ADV
→ PERMANENT VALUE INC.Registered adviserregistration: previous registration
Sep 15, 2017 to Sep 21, 2017factForm ADV

Dated events

Occurred
Jun 15, 2022
Advisor changed firm
Jake Jourdan Cohen left Highcrest Capital, Llc for Creative Planning (registered 2022-02-04)
Form ADVobserved 6 days ago