Marc Cohen
Managing Director/Investments
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About Me
Marc began his investment industry career in 1972 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Pierce Fenner & Smith, Wells Fargo Advisors, and Morgan Stanley. Marc’s goal is to help his clients create wealth management plans to help them pursue their short- and long-term goals. He takes a high-touch client service approach, having periodic discussions with his clients to keep their financial plan up to date, review their risks, and update their portfolios with any changes.
Marc earned a B.A. from California State University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, he is the past president of Starlight Children’s Foundation. He is a host for the Distinguished Speakers Series, Los Angeles, as well as a host on Computer and Technology Radio.
Marc Cohen
Managing Director/Investments
8053738260
Marc began his investment industry career in 1972 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Pierce Fenner & Smith, Wells Fargo Advisors, and Morgan Stanley. Marc’s goal is to help his clients create wealth management plans to help them pursue their short- and long-term goals. He takes a high-touch client service approach, having periodic discussions with his clients to keep their financial plan up to date, review their risks, and update their portfolios with any changes.
Marc earned a B.A. from California State University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, he is the past president of Starlight Children’s Foundation. He is a host for the Distinguished Speakers Series, Los Angeles, as well as a host on Computer and Technology Radio.
About Me
Jake Biscoe joined Stifel in 2025, the same year he began his career in the financial services industry. Jake earned his Bachelor of Science in Applied Arts and Sciences with a major concentration in Business Administration (Finance) from San Diego State University.
His focus is on building long‑term, meaningful relationships with clients through consistent and transparent communication. He works closely with individuals and families to develop comprehensive financial plans and tailored investment portfolios designed to help address both current objectives and future goals. Jake emphasizes diversification and disciplined risk management, seeking to align each investment strategy with the client’s unique needs and circumstances.
Diversification does not ensure a profit or protect against loss.
Jacob Biscoe
Financial Advisor
8053738277
Jake Biscoe joined Stifel in 2025, the same year he began his career in the financial services industry. Jake earned his Bachelor of Science in Applied Arts and Sciences with a major concentration in Business Administration (Finance) from San Diego State University.
His focus is on building long‑term, meaningful relationships with clients through consistent and transparent communication. He works closely with individuals and families to develop comprehensive financial plans and tailored investment portfolios designed to help address both current objectives and future goals. Jake emphasizes diversification and disciplined risk management, seeking to align each investment strategy with the client’s unique needs and circumstances.
Diversification does not ensure a profit or protect against loss.
Stephanie Morris
Client Relationship Manager
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About Me
Stephanie began her investment industry career in 1990 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch, Pierce Fenner & Smith Inc., Wells Fargo Advisors, and Morgan Stanley. She is responsible for opening and maintaining client accounts, reporting, and client relations. Stephanie is a main point of contact for various administrative and operational client services.
Stephanie earned a B.B.A. from Baylor University and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Stephanie Morris
Client Relationship Manager
8053738261
Stephanie began her investment industry career in 1990 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch, Pierce Fenner & Smith Inc., Wells Fargo Advisors, and Morgan Stanley. She is responsible for opening and maintaining client accounts, reporting, and client relations. Stephanie is a main point of contact for various administrative and operational client services.
Stephanie earned a B.B.A. from Baylor University and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Dayana Merchan
Client Relationship Manager
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About Me
Dayana began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked as a relationship and business banker at JPMorgan Chase for more than 10 years. Dayana is responsible for opening and maintaining client accounts, reporting, and client relations. She is a main point of contact for various administrative and operational client services.
Dayana holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Dayana Merchan
Client Relationship Manager
8053738298
Dayana began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked as a relationship and business banker at JPMorgan Chase for more than 10 years. Dayana is responsible for opening and maintaining client accounts, reporting, and client relations. She is a main point of contact for various administrative and operational client services.
Dayana holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
About Me
Dylan began his career at Stifel in 2024, working closely with his grandfather. He has a strong commitment to helping clients pursue their financial goals and holds Series 7, 63, and 65 securities licenses. Working in a collaborative environment, Dylan is dedicated to building lasting relationships based on trust and transparency, guiding clients in retirement planning, investment management, and wealth accumulation to pursue the future they envision.
Dylan Cohen
Financial Advisor Associate
8053738269
Dylan began his career at Stifel in 2024, working closely with his grandfather. He has a strong commitment to helping clients pursue their financial goals and holds Series 7, 63, and 65 securities licenses. Working in a collaborative environment, Dylan is dedicated to building lasting relationships based on trust and transparency, guiding clients in retirement planning, investment management, and wealth accumulation to pursue the future they envision.
