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Barney J. Cohen

Barney J. Cohen

J.P. Morgan Securities
1201 3rd Avenue, Suite 5100
Seattle, WA 98101
Phone: 206.262.4210

Barney Cohen
Managing Director

 
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We provide access to the highest level of resources, customized strategies and personalized service to help our clients meet their financial needs and goals.  Our mission is to be your family’s trusted wealth advisor.

About Barney Cohen

Barney Cohen is a Managing Director and Financial Advisor in the J.P. Morgan Securities Seattle office. He delivers a personalized approach coupled with tailored investment services to individuals, family offices and institutional organizations. His commitment to clients as he advises them on investments, asset allocation, M&A, and lending is only matched by the confidence and trust his clients have placed in him and his approach to helping preserve and protect their assets. Barney examines both sides of the balance sheet and allocates capital to fit individual risk parameters.

Barney is a Financial Advisor in the J.P. Morgan Securities Portfolio Manager Program, consisting of a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to on-going quantitative and qualitative reviews in order to assess each advisor’s investment strategy.

Originally planning on a career in academia as an economics professor, Barney shifted his focus to finance where his background is instrumental in helping his clients comprehend the role those principles play in their portfolios. He is passionate about financial markets and enjoys unique exposure to a broad spectrum of innovative, actionable ideas. He combines this knowledge with the vast resources of J.P Morgan, relying on the firm’s broad based thinking, its opportunistic ideas and its deep research and experience to develop highly disciplined portfolio strategies that match his clients’ individual needs.

A University of California Riverside graduate, Barney earned a Bachelor of Science in Economics and did graduate Masters work in the Economics program at Colorado State University. He began his career at Merrill Lynch in 1993, moved to Piper Jaffray in 2001, and most recently joined J.P. Morgan Securities in 2006. Barney lives in West Seattle with his wife, Rachelle, and their two children, Zoe and Samuel. He actively volunteers in his community and has severed on both the boards and executive boards of local nonprofits. In his spare time, Barney is a ski mountaineer and ski designer. He also is an avid Puget Sound fisherman.

Phone: 206.262.4210
Email:  barney.cohen@jpmorgan.com

Registered States: AL, AZ, CA, FL, GA, HI, IL, MD, MA, MI, NV, NJ, NM, NY, NC, OR, PA, SC, TX, UT, WA

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About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS:
• NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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