Jamar Daniel Cokley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (6)

SIESeries 7Series 10Series 9Series 66Series 63

Registered states (53)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

21

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (16)

From the source registration record · current first

• J.P. Morgan Securities LLCCurrent

  Laguna Niguel, CA · IA capacity
  start not retrieved → present
• J.P. Morgan Securities LLCCurrent

  Laguna Niguel, CA · BC capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.

  Newport Beach, CA · IA capacity
  Aug 1, 2022 → Oct 18, 2025
• Charles Schwab & Co., Inc.

  Newport Beach, CA · BC capacity
  Jul 29, 2022 → Oct 18, 2025
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Brea, CA · IA capacity
  Jul 17, 2019 → Jul 18, 2022
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Brea, CA · BC capacity
  Jul 16, 2019 → Jul 18, 2022
• Mutual Of Omaha Investor Services, Inc.

  Irvine, CA · IA capacity
  Jan 4, 2019 → Jun 17, 2019
• Mutual Of Omaha Investor Services, Inc.

  Irvine, CA · BC capacity
  Jan 4, 2019 → Jun 17, 2019
• Advice And Planning Services

  White Plains, NY · IA capacity
  Jun 26, 2012 → Mar 2, 2018
• Tiaa-Cref Individual & Institutional Services, LLC

  White Plains, NY · BC capacity
  Jun 14, 2012 → Mar 2, 2018
• Td Ameritrade, Inc.

  Forest Hills, NY · IA capacity
  Dec 4, 2006 → Mar 28, 2012
• Amerivest Investment Management, LLC

  Forest Hills, NY · IA capacity
  Dec 4, 2006 → Mar 28, 2012
• Td Ameritrade, Inc.

  Forest Hills, NY · BC capacity
  Jul 17, 2006 → Mar 28, 2012
• Morgan Stanley Dw Inc.

  White Plains, NY · BC capacity
  Aug 16, 2005 → Jul 24, 2006
• Gunnallen Financial, Inc

  Tampa, FL · BC capacity
  Nov 11, 2003 → Jul 27, 2004
• Harrison Securities, Inc.

  Port Washington, NY · BC capacity
  Feb 10, 2003 → Nov 25, 2003

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.