Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cohen? Claim Your ProfileCohen Reagan is a financial advisor with J.P. Morgan Securities LLC in Houston, Texas. Cohen Reagan has been in the financial services industry since 1994 and has been with J.P. Morgan Securities LLC since 2021. Cohen Reagan is a Certified Financial Planner and holds a Series 7, 10, 24, 63, and 65 license. Cohen Reagan specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Cohen Reagan's firm, J.P. Morgan Securities LLC, is a registered investment advisor and brokerage firm with more than $50 billion in assets under management. J.P. Morgan Securities LLC offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
07/29/2021 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
01/11/2008 - 01/11/2021
TD AMERITRADE, INC. (Webster TX)
TX
07/12/2006 - 11/08/2007
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
08/14/2002 - 08/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
07/06/2001 - 06/24/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MI
02/22/1994 - 07/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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
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