Jason Cohen

Jason Cohen is Managing Partner and co-owner of Moment Partners, a San Francisco-based investment advisory firm he founded in November 2024. At Moment Partners, he leads the firm’s holistic wealth management and family office services, guiding high-net-worth clients, families, and business owners through tailored strategies for asset preservation, legacy planning, and multi-generational wealth transfer. His leadership emphasizes access to private investment opportunities, advanced tax strategy, and the integration of technology-driven financial planning tools.

Cohen specializes in diversified wealth management for individuals and families, with a particular focus on private investments, legacy building, comprehensive estate solutions, and portfolio risk management in complex market environments. At Moment Partners, he is responsible for strategic direction, client relationship management, and the curation of exclusive, high-caliber investment opportunities primarily for affluent clients seeking to optimize growth while safeguarding family assets.

Prior to founding Moment Partners, Cohen spent over a decade as a Financial Advisor and partner at Hitchcock Hampton and Cohen Wealth Management Group of Wells Fargo Advisors (2010–2024), where he advised clients on investments, financial planning, and retirement strategies. He holds a Bachelor’s in Finance and a Bachelor’s in Accounting from the University of San Francisco and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), recognized in 2024 as a Forbes Best-in-State Next-Gen Wealth Advisor, underscoring his commitment to excellence and innovation in the investment advisory sector.