Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rose Cohen is a registered representative with J.p. Morgan Securities LLC. Lisa has been in the industry since 2016 and is licensed in 53 states. She specializes in investment banking and has experience providing financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Lisa is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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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CA
03/01/2021 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
NY
08/15/2016 - 08/24/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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