Unclaimed
Wayne Cochrane is a financial advisor with J.P. Morgan Securities LLC, registered with FINRA and the state of Kentucky. Wayne has earned the Series 6, 63, and SIE licenses and has been in the industry for a short time, having passed his Series 6TO exam on August 29, 2023. Wayne offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Wayne's firm manages over $249.7 billion in assets and specializes in working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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
KY
08/29/2023 - Present
J.p. Morgan Securities LLC (LOUISVILLE KY)
BC
Issued 09/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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