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Paul Steven Cohen

J.P. Morgan Securities LLC

Commerce Township, MI

Commerce Twp, MI

CRD 4728955

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-05
  • MI RA
    APPROVED
    Since 2024-11-05

Branch Locations

1449 Haggerty Road, Commerce Township, MI 48390 • United States

2801 Union Lake Road, Commerce Twp, MI 48382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Commerce MI 01/2015 Present
Jpmorgan Chase Bank New Hudson MI 01/2015 10/2016
Jpmorgan Chase Bank (Mi) Commerce MI 10/2016 Present
  • 01/2015 → Present
    J.P. Morgan Securities Llc
    Commerce, MI
  • 01/2015 → 10/2016
    Jpmorgan Chase Bank
    New Hudson, MI
  • 10/2016 → Present
    Jpmorgan Chase Bank (Mi)
    Commerce, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2015-03-30
  • S66 Uniform Combined State Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2015-03-30

View on SEC IAPD

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