Jonathan Cohen

Meet Jon

Jon is a Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2026 after serving as Financial Advisor at The Piedmont Group. Jon earned a B.A. degree in political science from Tulane University and a Master of Public Administration from New York University.

Jon’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jon has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Advising physicians with insurance, debt, and investment strategies
Clients who care for dependents with special needs, with strategies for care, security, and legacy
Aligning portfolios with purpose for clients pursuing values-based investing

His working style

Jon places a strong emphasis on building long-term relationships with the families he serves. His approachable style and sense of humor help foster collaboration, even in high-pressure situations. Jon brings a combination of clarity and warmth to his role and is skilled at helping clients understand complex ideas and make more informed financial decisions.

Jon in real life

What keeps you busy outside of work?

Outside of work, I love spending time with my wife, Tessa, and our beautiful son, Ilan. I like to play tennis, do long-distance swimming, and make Lego models.

Favorite thing about where you live?

I grew up in Atlanta and love being close to family, Atlanta Braves baseball, and, of course, the food.

What makes you tick?

My parents showed me what it meant to support a family, emotionally and financially. As a dad myself, I hope to be the same kind of role model for my son as they were for me.

Meet Jon’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jon counts on — and how they work together to support you.

Samuel Hussein

Principal

What Jon Says

Sam and I work together to help ensure we give our clients the most effective advice possible. We are always looking for new strategies to build the right financial plans for our clients.