James Perry
Cohen Investment Advisors · Amesbury, Massachusetts
James Perry is a fee-only financial advisor at Cohen Investment Advisors in Amesbury, Massachusetts, who holds the CFP credential. Cohen Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cohen Investment Advisors |
|---|---|
| Based in | Amesbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $259.3M across 919 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 6928312 |
| Exams passed | Series 66 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investwithcohen.com |
How James's firm compares
- Cohen Investment Advisors's average account is about $282,000, from its Form ADV (assets managed divided by 919 accounts).
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Questions about James
Is James Perry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Cohen Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Cohen Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Perry based?
James Perry is based in Amesbury, Massachusetts.
What credentials does James Perry hold?
James Perry holds the CFP credential.
Is James Perry registered with the SEC?
Yes. James Perry is registered as an investment adviser representative in MA, NH and TX (CRD 6928312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cohen Investment Advisors manage?
Cohen Investment Advisors reports $259.3M across 919 accounts in assets under management.
How do I contact James Perry?
Through James's website, www.investwithcohen.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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