Morgan Stanley
47yrs
Top advisor by experience in New York
New
Joseph Cobo
Financial advisor at J.P. Morgan Securities
Joseph Cobo is a fiduciary financial advisor in New York, New York, registered since Jul 2026. Joseph joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office270 Park Avenue 22nd Floor, New York, NY 10017
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Joseph
Local office(212) 464-0203Ask for Joseph. (800) 999-2000Main office 270 Park Avenue 22nd FloorNew York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Joseph
How do I contact Joseph?
Call Joseph’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Joseph Cobo.
How long has Joseph been a financial advisor?
Joseph is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Joseph 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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