Latoya Cogburn, financial advisor Des Plaines IL

Latoya Cogburn

CRD Number: 7126880
Current Firm: J.p. Morgan Securities LLC

Latoya Cogburn (CRD# 7126880) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Des Plaines, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Prospect Heights, IL May 2019 - Current 5
Jpmorgan Chase Bank, N.a. Prospect Heights, IL Feb 2017 - Current 7
Jpmorgan Chase Bank, N.a. Oak Park, IL Sep 2014 - Feb 2017 2
Things Remembered Chicago Ridge, IL Oct 2011 - Feb 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Latoya D. Cogburn
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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