Joy Prefer Cohen
Financial advisor at Blackridge Asset Management, LLC · Jupiter, FL
Last updated 2026-10-10
Claim your profileJoy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC in Jupiter, FL, CRD 1453525. Licenses and exams on the registration: Series 66. IAPD registration began 2004-12-13.
Registration
- CRD number
- 1453525
- Registration status
- Active
- IAPD registration
- 2004-12-13
- Industry Experience
- 21 years
- Work Experience
- 20 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2005-12 to 2020-10 · Legg Mason Investor Services, LLC · Berkeley, CA
- 2005-12 to 2020-10 · Clearbridge Investments LLC · New York, NY
- 2005-12 to 2020-10 · Legg Mason & Co LLC · Valley Village, CA
- 2024-03 to 2025-07 · Cheviot Value Management · Beverly Hills, CA
- 2020-10 to Present · Financially Empowered, LLC · Pacific Palisades, CA
- 2025-07 to Present · Peak Brokerage Services · Jupiter, FL
- 2025-07 to Present · Blackridge Asset Management · Jupiter, FL
Current employment
- Blackridge Asset Management, LLC · Jupiter, FL
Blackridge Asset Management, LLC
- Regulatory AUM
- $216,749,434
- Registered advisors
- 69
- Offices
- 63
- Clients per advisor
- 35.3 (Low)
- Average AUM per client
- $89.1K (Low)
- High-net-worth client ratio
- 1.3% (Low)
Blackridge Asset Management, LLC: advisors, services and reported ETF investments
About
Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC in Jupiter, FL. Reported securities licenses include Series 66. The latest record indicates 21 years of industry experience and 20 years of reported work history. Reported roles include Peak Brokerage Services, Blackridge Asset Management, Financially Empowered, LLC, Cheviot Value Management, among others.
SEC disclosures list additional business and community activities: 1) Jewels And Joy; Valley Village: ---------------------------------------------------------------------- 2) financially empowered; valley village, ca; november 2020; training & consulting business; co-founder 80 hours a month; 40 hours devoted during normal securities trading hours; Non-investment related.
Blackridge Asset Management, LLC's firm-level Form ADV reports 69 advisors across 63 offices; approximately 35.3 clients per advisor, average assets per client of $89,087, and regulatory AUM of $216.7M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
What this firm offers
Filed by Blackridge Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1070 E. Indiantown Road, Jupiter, FL 33477
60 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Joy Prefer Cohen?
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