BEDMINSTER, NJ, January 04, 2022 /24-7PressRelease/ -- Marquis Who's Who, the world's premier publisher of biographical profiles, is proud to present Jeri Cohen with the Albert Nelson Marquis Lifetime Achievement Award. An accomplished listee, Ms. Cohen celebrates many years' experience in her professional network, and has been noted for achievements, leadership qualities, and the credentials and successes she has accrued in her field. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Cohen joined Wells Fargo Advisors in 2008 and is a Senior Vice President - Investments and Senior Financial Advisor. Ms. Cohen focuses on all aspects of investment planning as well as asset allocation, estate investment planning, retirement planning and college planning. Her clients include individuals, corporations, corporate executives, non-profit groups, pension plans and small businesses. As an advisor, she believes in providing a personalized approach to her business that addresses the unique requirements of her clients including specific goals, risk tolerance, investment strategies and objective guidance.
Among her other noteworthy roles, and prior to her employment at Wells Fargo Advisors, Ms. Cohen worked at Morgan Stanley as a Vice President, Financial Advisor and Estate Planning Consultant, from 1997-2008, at Fidelity Investments as a Financial Advisor from 1994 – 1997 and at Gibraltar Securities as a Financial Advisor from 1992-1994. Ms. Cohen holds 20 state registrations and 4 exams including the Series 7, 63, 65 and SIE, as well as her Life Insurance and Annuity licenses.
Ms. Cohen has also worked as an account executive and was a senior vice president, director of trust and investment, and executive recruiter for A-L Associates Inc. in New York City. She also owned her own firm, J. Cohen Associates Inc., from 1990 to 1992.
As an extension of her work, Ms. Cohen has served as a consultant in her field and contributed several professional articles to various publications in her area of expertise. Most recently, she wrote an article entitled "Balancing Financial Priorities for Women" which was published on the Wells Fargo Advisors website. In addition, Ms. Cohen contributed to a book entitled "Keyed in, 7 Keys to Transform your Life" in 2014.
Investment and Insurance Products are:
• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
To better support her community, Ms. Cohen has offered her expertise and experience as the president of the Business and Professional Women's Group of Somerset County. She also currently represents Wells Fargo Advisors as an inaugural member and communications chairperson for the Women of Influence Committee and as the co-chairperson of the New Jersey Women's Team Member Connection.
Ms. Cohen has an extensive list of awards, honors and volunteer work. She has been featured, annually, as a Five Star Wealth Manager* in New Jersey Monthly Magazine from 2014 through 2021 and was recently selected again for 2022. In 2008, Ms. Cohen, as part of the Garden State Woman's Magazine Inaugural Committee, was featured in their magazine.
Ms. Cohen has won Volunteer of the Year awards in 2007 for the Somerset County YMCA, in 2009 for the Wachovia Financial Services Volunteer of the Year and in 2010 for the Business and Professional Women of Somerset County. She has also been actively involved with various Chambers of Commerce including Bernards Township, Madison and Chatham, NJ.
Ms. Cohen has participated on panels and has been a guest speaker at numerous events and seminars. In 2019 she was a Panel Speaker for Women's Empowerment Seminar Series, in 2014, she was a Panel Speaker for New Jersey Women in Municipal Government, representing Wells Fargo Advisors as well as a presentation in 2021 on "Fundamentals of Investing" to the Wells Fargo Advisors Team Member Networks.
Ms. Cohen received the Wells Fargo 2015 Diversity and Inclusion Champion award and also the Wells Fargo Vision Award in 2016. In 2021, Ms. Cohen earned the Premier Advisor Award. **
In addition, Ms.Cohen has been involved with the community based Relay for Life with the American Heart Association, and Go Red for Women program, as well as the President of her Clifton High School reunion committee. In the past, she has also been involved with the local school PTAs as well as volunteering at the local animal shelters.
Ms. Cohen received a Bachelor of Science in economics at Rutgers University in 1978, followed by postgraduate MBA coursework at Fordham University between 1982 and 1983. She also graduated from the Securities Training Institute in 1993 and the Bankmark School of Business in 1993. In addition, she attended the American College program for Estate Planning and received her certification in 2007.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
The 2021 Who's Who Lifetime Achievement Award is presented to Marquis candidates for their lifetime achievements – both personal and professional; as well as their prominence in their respective fields.
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. For 2022 wealth managers were considered for the award; 16% were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
2014: 3315 wealth managers were considered for the award; 646 (19 percent of candidates) were named 2014 Five Star Wealth Managers.
2015: 5063 wealth managers were considered for the award; 672 (13 percent of candidates) were named 2015 Five Star Wealth Managers.
2016: 4143 wealth managers were considered for the award; 626 (15 percent of candidates) were named 2016 Five Star Wealth Managers.
2017: 3,868 New Jersey wealth managers were considered for the award; 664 (18 percent of candidates) were named 2017 Five Star Wealth Managers.
2018: 4383 New Jersey area wealth managers were considered for the award; 415 (9 percent of candidates) were named 2018 Five Star Wealth Managers.
2019: 6,097 New Jersey area wealth managers were considered for the award; 477 (8 percent of candidates) were named 2019 Five Star Wealth Managers.
2020: 6,210 New Jersey wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.
2021: 6,123 New Jersey-area wealth managers were considered for the award; 459 (8% of candidates) were named 2021 Five Star Wealth Managers.
2022: 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
** The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
About Wells Fargo Advisors
With $1.88 trillion in client assets as of September 30, 2021, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of September 30, 2021. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune's 2021 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com | Twitter: @WellsFargo.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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