Matthew R Cochran

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 08/2018
  Jpmorgan Securities Llc
  Sunbury, OH
• 03/2022 → 11/2022
  Jp Morgan Securites
  Sunbury, OH
• 08/2018 → 10/2019
  Jp Morgan Securites, Plc
  Sunbury, OH
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 10/2019 → 03/2022
  Jp Morgan Securites
  Sunbury, OH

Previous Registrations

• 2015-05-15 → 2021-12-31
  J.P. Morgan Securities Llc
  Columbus, OH
  Sunbury, OH
  Westerville, OH
  Westerville, OH
  Powell, OH
  Powell, OH
  Colombus, OH
  New York, NY
  Columbus, OH
  Columbus, OH
  Westerville, OH

Other Businesses

I* 1100258 For profit or not for profit: Entity For Profit Name of outside business organization: JM UL LLC Investment related: no Address of business: Powell, OH, 43065 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 04/03/2023 Number of hours devoted: 20 monthly Number of hours devoted during trading hours: 0 Duties: I am a 50/50 owner/member of this LLC which was established to purchase a bar. We have registered a DBA as 1801 tavern and have been operational since April 11, 2024. As a 50% owner I assist with the financial aspects, hiring, and organization while my partner operates the business throughout the day.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-30

Other Names

• Matthew R Cochran
• Matthew Cochran
• Matthew Robert Cochran