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John William Cochran

Fidelity Personal AND Workplace Advisors

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About John William Cochran

John William Cochran is a financial advisor who has been in the industry since 1999. John is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. John's prior experience includes positions with PNC Investments, W R Rice Financial Services, Inc., MML Investors Services, Inc., Invest Financial Corporation, Ameriprise Financial Services, Inc., New England Securities, Chase Investment Services Corp., FFP Securities, Inc., Pruco Securities, LLC., New England Securities, Commonwealth Financial Network, AXA Advisors, LLC, Independence One Brokerage Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, NYLIFE Securities Inc., and Pruco Securities Corporation. John holds the Series 6, 7, 26, 63, and 65 licenses.

Firm Information

John Cochran is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal AND Workplace Advisors is a large investment firm based in Boston, Massachusetts. They offer a wide range of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They manage over $818 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and state and municipal government entities. They also offer wrap fee programs for their clients. The firm is registered with the SEC and has a long history of providing investment advice and financial services.
Fidelity Personal AND Workplace Advisors

500 E. EISENHOWER PKWY, STE 100

ANN ARBOR, MI 48108

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Cochran’s Registration & Firm History

MI

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)

MI

01/30/2012 - 03/26/2012

PNC INVESTMENTS (WHITE LAKE MI)

MI

03/29/2011 - 10/31/2011

W R RICE FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

MI

04/07/2010 - 09/15/2010

MML INVESTORS SERVICES, INC. (SOUTHFIELD MI)

MI

05/04/2009 - 09/02/2009

INVEST FINANCIAL CORPORATION (HOWELL MI)

MN

11/08/2006 - 04/07/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MI

12/14/2005 - 09/29/2006

NEW ENGLAND SECURITIES (SOUTHFIELD MI)

IL

09/23/2005 - 10/31/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MO

01/19/2005 - 10/13/2005

FFP SECURITIES, INC. (CHESTERFIELD MO)

NJ

03/04/2003 - 07/20/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

NY

07/19/2001 - 03/13/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

01/23/2001 - 07/10/2001

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

NY

08/29/2000 - 01/29/2001

AXA ADVISORS, LLC (NEW YORK NY)

MI

08/31/1999 - 08/24/2000

INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

MN

09/18/1997 - 06/23/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/18/1997 - 06/23/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

10/02/1996 - 10/29/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/02/1996 - 10/29/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

09/21/1995 - 04/11/1996

NYLIFE SECURITIES INC. (NEW YORK NY)

NJ

11/22/1994 - 04/10/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 3/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/1/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/21/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for John William Cochran.
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