Latoya Cogburn (CRD# 7126880) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Des Plaines, IL and has over 5 years of experience in the finance industry.
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
CRD# 1024799
Stifel, Nicolaus & Company, Incorporated
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 |
- IL
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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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