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Andrew L Cohen

J.p. Morgan Securities LLC

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About Andrew L Cohen

Andrew Cohen is a financial advisor at J.P. Morgan Securities LLC. Andrew has been in the financial industry since 2006 and has a wide range of experience. Andrew's qualifications include holding Series 3, 7, 9, 10, 24, and 63 licenses. Andrew has been associated with J.P. Morgan Securities LLC since 2008. Andrew's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities Inc.

Firm Information

Andrew Cohen is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Andrew Cohen’s Registration & Firm History

NY

11/27/2019 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

CA

10/01/2008 - 10/06/2010

J.P. MORGAN SECURITIES LLC (COSTA MESA CA)

CA

11/28/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)

NY

03/21/1990 - 09/14/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/23/2007

Series 24 - General Securities Principal Examination

BC

Issued 08/04/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/29/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/13/1990

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Andrew L Cohen. Review regulatory record here.
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