Jay William Cohen is listed as President at Monterey Wealth Partners LLC on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |