Dana Cohen

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:

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

Current Employers

Employment History

• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2022 → 08/2022
  Jpmorgan Chase Bank
  New York, NY
• 05/2021 → 08/2021
  Johnson & Johnson
  New Brunswick, NJ
• 01/2018 → 12/2018
  Lester's Of Westport
  Westport, CT
• 08/2019 → 05/2023
  University Of Pennsylvania
  Philadelphia, PA
• 06/2019 → 11/2019
  Aria Imports Llc
  Westport, CT
• 05/2023 → 12/2023
  University Of Pennsylvania
  Philadelphia, PA
• 01/2019 → 05/2019
  Unemployed
  Weston, CT
• 08/2015 → 12/2017
  Unemployed
  Weston, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-09-22

Other Names

• Dana F Cohen