Debbie Cohen, financial advisor Phoenix AZ
83 score

Debbie Cohen

CRD Number: 2969747
Current Firm: J.p. Morgan Securities LLC

Debbie Cohen (CRD# 2969747) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Phoenix, AZ Mar 2014 - Current 2
Cohen Arrhythmia Research LLC Phoenix, AZ Dec 2006 - Current 10
Bosc, Inc. Tulsa, OK Dec 2007 - Mar 2014 6
Bank Of Arizona Phoenix, AZ Dec 2007 - Mar 2014 6
Banc Of America Investment Services, Inc. Scottsdale, AZ Sep 2000 - Dec 2007 7
Bank Of America, N.a. Phoenix, AZ Apr 1984 - Dec 2007 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Jun 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Debbie A. Cohen
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
83

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