Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
7yrs
Cooper Pullin
Financial advisor at J.P. Morgan Securities
Cooper Pullin has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Westlake Village, California. After less than a year at Wells Fargo Advisors, Cooper joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office3960 E. Thousand Oaks Blvd, Westlake Village, CA 91362
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2023 – Aug 2023Wells Fargo Clearing Services, LLCPreviously
Contact Cooper
Local office(805) 367-3559Ask for Cooper. (800) 999-2000Main office · New York, NY 3960 E. Thousand Oaks BlvdWestlake Village, CA 91362Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Cooper
Tailored to Cooper’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cooper
How do I contact Cooper?
Call Cooper’s local office at (805) 367-3559 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Cooper Pullin.
How long has Cooper been a financial advisor?
Cooper has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Cooper hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Cooper a fiduciary?
Cooper is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cooper paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Cooper for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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