Jeffrey Charles Cohen, MBA, CLU®, CFP®
Wealth Management Advisor

Physicians Nationwide


Our mission is to help our clients align their actions with thier intentions regarding financial security. We create lifetime relationships with each client based on quality, service and integrity.




BS, Engineering

Massachusetts Institute of Technology

MBA, Finance

University of Michigan, Ann Arbor, Michigan

Associations and Memberships

  • Physicians Nationwide
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Washtenaw Estate Planning Council (WEPC)

Awards and Recognition


Million Dollar Round Table Qualifying Member 2006, 2012-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2004-2010

Award recognizing persistency and performance


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.