Brian 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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Bellevue, WA
• 06/2017 → Present
  Bbc Karma, Llc.
  Snoqualmie, WA
• 07/2017 → Present
  Pineapple Life, Llc
  Snoqualmie, WA
• 07/2017 → Present
  Pineapple Life Yoga And Barre Studio, Llc
  Snoqualmie, WA

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA
  Issaquah, WA
  Issaquah, WA
  Bellevue, WA
• 2007-06-12 → 2009-05-02
  Wamu Investments, Inc.
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA
  Kirkland, WA
  Bellevue, WA
  Bellevue, WA
  Kirkland, WA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PINEAPPLE LIFE YOGA AND BARRE STUDIO, LLC. POSITION: GENERAL PARTNER START DATE: 7/24/2017 ADDRESS: 6913 Snoqualmie, WA DETAILS: YOGA AND BARRE FITNESS STUDIO THAT MY WIFE WILL OPEN AND OPERATE IN OUR LOCAL COMMUNITY IN SNOQUALMIE RIDGE. TO HELP MANAGE FROM A HIGH LEVEL, HELPING TO MAKE KEY DECISIONS, I WILL NOT DEAL WITH DAY TO DAY OPERATIONS. HOURS DEDICATED (per month unless otherwise indicated): 15 - 20 HOURS PER MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PINEAPPLE LIFE, LLC. POSITION: GENERAL PARTNER START DATE: 7/24/2017 ADDRESS: 6913 Snoqualmie WA DETAILS: YOGA AND BARRE STUDIO, EVENTUALLY MAY EXPAND TO PINEAPPLE LIFE BEAUTY PRODUCTS, PINEAPPLE LIFE RETREATS. WILL HELP WITH LARGE SCALE DECISIONS AS WELL AS THE FUNDING OF THE BUSINESS. HOURS DEDICATED (per month unless otherwise indicated): 15-20 HOURS PER MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BBC KARMA, LLC. POSITION: CO-OWNER START DATE: 6/9/2017 ADDRESS:6913, Snoqualmie, WA DETAILS: WILL BE A YOGA AND WELLNESS STUDIO. HOURS DEDICATED (per month unless otherwise indicated): A FEW HOURS EACH WEEKEND, TOTAL MONTHLY HOURS ~20 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO

Exams

• S66 Uniform Combined State Law Examination
  2007-03-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-29

Other Names

• Brian B Cohen
• Brian Barlow Cohen