Jonathan Cohen is President of CHC Financial Solutions. Jon is a CPA and Financial Advisor Representative based in suburban Maryland and has been assisting businesses, individuals, and families with accounting, taxes, and financial issues since 1998. He is committed to serving his clients with both technical solutions and personal service.
Jon's public accounting experience began at a regional accounting firm in Washington DC and progressed to a global 'Big 4' accounting firm. Along the way, Jon has worked in a consultative capacity at several publicly traded companies, small businesses, and the non profit sector. In 2009, Jon completed the regulatory requirements and became a Financial Advisor Representative. Jon serves his clients' wealth management needs with honest and independent advice. Please click here for more information on wealth management services.
Jon graduated from Ohio State University and has an MBA from Johns Hopkins University. He holds a State of Maryland CPA license, as well as the FINRA Series 7, FINRA Series 66, life, health, and variable insurance licenses.