Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Cobos is a financial professional with over 12 years of experience in the industry. Jose is currently registered with J.P. Morgan Securities LLC and holds Series 7, Series 63, Series 79TO and SIE licenses. Jose has previously worked with COWEN AND COMPANY and PIPER JAFFRAY & CO. and has a broad understanding of the financial markets.
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
1
2
CA
07/29/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
07/13/2011 - 01/12/2018
COWEN AND COMPANY (San Francisco CA)
CA
03/22/2005 - 07/07/2011
PIPER JAFFRAY & CO. (EAST PALO ALTO CA)
BC
Issued 08/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Cobos is the right advisor for you? Invested Better is here to help.
