Jason Cohen
Moment Partners · San Francisco, California
Jason Cohen is a fee-only financial advisor at Moment Partners in San Francisco, California, who holds the CFP credential. Jason focuses on tax planning, estate & legacy planning and family wealth transfer. Moment Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moment Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.19B across 1,516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5859615 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.momentpartners.com |
| Profile |
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Questions about Jason
Is Jason Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Moment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Moment Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Does Jason work with clients virtually?
Yes. Moment Partners says on its website that it works with clients remotely.
Where is Jason Cohen based?
Jason Cohen is based in San Francisco, California.
What does Jason specialize in?
Jason's specialties include tax planning, estate & legacy planning and family wealth transfer. Jason works with multi-generational families.
What credentials does Jason Cohen hold?
Jason Cohen holds the CFP credential.
Is Jason Cohen registered with the SEC?
Yes. Jason Cohen is registered as an investment adviser representative in CA and TX (CRD 5859615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Partners manage?
Moment Partners reports $1.19B across 1,516 accounts in assets under management.
How do I contact Jason Cohen?
Through Jason's website, www.momentpartners.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
- Moment Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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