Verified recordFinancial Services

Michael Cohen

Private Client Advisor & Vice President - Investments at J P Morgan Wealth Management at J.P. Morgan

Based in Freehold, United States

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Seniority

Other

Department

Other

Location

Freehold

Industry

Financial Services

Company size

81K

Contact information

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Email

1 credit

m•••••••@jpmorgan.com

Phone

5 credits

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Background

About Michael Cohen

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 10 years of experience in financial services. Prior to this role, I was a Merrill Financial Solutions Advisor at Merrill Lynch. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66, life & health insurance licenses and do business with residents of NJ, NY, CT, NC, & TX. I graduated from Thomas Edison State University with a Bachelor of Science degree in Finance. I am located in the Metuchen Branch. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market movements • Balancing many goals, such as retirement and education.

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