Michael 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

• 08/2015 → 09/2022
  Wells Fargo Bank, Na
  Metuchen, NJ
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Metuchen, NJ
• 10/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Brunswick, NJ
• 10/2022 → 08/2024
  Bank Of America N.A.
  East Brunswick, NJ
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Metuchen, NJ
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Metuchen, NJ

Previous Registrations

• 2022-11-04 → 2024-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Brunswick, NJ
• 2021-02-05 → 2022-09-15
  Wells Fargo Clearing Services, Llc
  Milltown, NJ
  Oakhurst, NJ
  Monroe Township, NJ
  Short Hills, NJ
  Metuchen, NJ
  Metuchen, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-02-04
• S63 Uniform Securities Agent State Law Examination
  2017-02-17

Other Names

• Michael Cohen
• Michael D Cohen
• Michael Doron Cohen