Marc A. Cohn
Also appears in the source record as: Marc Allan Cohn
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Inactive
- Exams passed (6)
- Series 6TOSIESeries 7Series 24Series 65Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
J.P. Morgan Securities LLCNew York, NY · IA capacityOct 18, 2017 → Dec 31, 2021
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Mml Investors Services, LLCSpringfield, MA · IA capacityMar 25, 2017 → Apr 20, 2017
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Mml Investors Services, LLCSpringfield, MA · BC capacityMar 25, 2017 → Apr 20, 2017
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Msi Financial Services, Inc.New York, NY · IA capacityApr 1, 2004 → Mar 25, 2017
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Msi Financial Services, Inc.Springfield, MA · BC capacityApr 1, 2004 → Mar 25, 2017
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New England SecuritiesNew York, NY · BC capacityJul 15, 2002 → Jan 2, 2015
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Tower Square Securities, Inc.El Segundo, CA · BC capacityNov 6, 2006 → Sep 5, 2013
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Walnut Street Securities, Inc.El Segundo, CA · BC capacityJul 17, 2002 → Sep 5, 2013
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Metropolitan Life Insurance CompanyNew York, NY · BC capacityApr 1, 2004 → Jul 9, 2007
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Nathan & Lewis Securities, Inc.New York, NY · BC capacityJul 11, 2002 → Aug 1, 2003
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Public Employees Equities Services CompanyPalm Beach Gardens, FL · BC capacityAug 22, 1997 → Sep 2, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.