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Jason Jones, MBA

Senior Manager, Cohen & Co Advisory, LLC

Contact Information

Cleveland, OH
jrjones@cohenco.com
216.774.1111
  • Advisory Services
  • Data & Insights
  • Digital Finance Solutions
  • IT Strategy & Implementation
  • M&A Advisory
  • Manufacturing
  • Private Companies
  • Private Equity
  • Real Estate & Construction
  • Transportation & Logistics

Jason enjoys the challenge of problem solving — always looking for the best solution to clients’ needs. Drawing from a foundation of teamwork and leadership, he focuses on building relationships with clients to help them discover the solutions that will lead to opportunities for growth.

Jason’s background includes 10 years of data and analytics experience, as well as eight years in banking and additional experience at a Big 4 accounting firm. With expertise in interpreting, analyzing and assessing key business operations within finance, accounting and IT departments, Jason assists companies with process improvement, financial transformation, business intelligence and data analytics projects. He can speak multiple programming languages and has experience with various technology enablers/platforms, KPI monitoring and management dashboards. Jason also has extensive experience in the supervision and implementation of large-scale data and analytics projects for Fortune 500 clients involving cross-national departments and complex/evolving requirements. Additionally, he is a leader in the firm’s Beneficial Ownership Information (BOI) Reporting efforts.
  • Beaumont School (Board of Directors, Finance Committee)

Jason is a resident of Gates Mills, Ohio, with his wife, two boys and golden retriever. He loves following all Cleveland sports teams, spending time outside, cooking new recipes and enjoying fine wine — especially from his favorite region, Burgundy.

Credentials & Education

  • M.B.A., John Carroll University
  • B.S.B. in finance, Miami University

Thought Leadership

March 25, 2025

FinCEN Exempts U.S. BOI Reporting, Issues New Deadlines for Foreign Companies

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August 21, 2024

Webinar: Beneficial Ownership Information Reporting

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June 24, 2024

What is the Best Way to File Your Beneficial Ownership Information — PDF or Online Portal?

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