Brian Cohen
Brian Cohen is a registered investment advisor at J.P. Morgan Securities LLC, based in Bellevue, WA, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
10885 NE 4th Street, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2010Customer Dispute
April 2009Customer Dispute
April 2008Other Business Activities
Brian is a general partner in Pineapple Life Yoga and Barre Studio, LLC and Pineapple Life, LLC, and a co-owner of BBC Karma, LLC, all yoga and wellness-related businesses. He helps with high-level decisions and funding, dedicating about 10-20% of his time to these ventures.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Yankee Financial Group, INC.Broker
Mantis Securities, INC.Broker
Coleman & Company Securities, INC.Broker
R.D. White & CO., INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.