Juan Carlos Cocuy

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

• 08/2022 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 08/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 05/2022 → 08/2022
  Boys & Girls Clubs Of Palm Beach County, Inc.
  West Palm Beach, FL
• 08/2021 → 01/2022
  Nds Capital
  West Palm Beach, FL
• 08/2015 → 01/2021
  Juan C. Cocuy Cpa D/B/A Templeton & Co. Llp
  West Palm Beach, FL
• 01/2022 → 02/2022
  Landscape Management Holding Llc
  West Palm Beach, FL
• 03/2022 → 04/2022
  Unemployed
  Jupiter, FL
• 02/2021 → 07/2021
  Unemployed
  Jupiter, FL
• 06/1998 → 06/2026
  Juan Cocuy, Cpa, P.A.
  Jupiter, FL

Other Businesses

Effective 8/15/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-15
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Other Names

• Juan C Cocuy