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Barney J. Cohen

Wealth Partners at J.P. Morgan

Barney J. Cohen

My focus is comprehensive, and I examine both sides of the balance sheet to allocate your capital against individualized risk parameters.



1301 2nd Avenue, 25th Floor
Seattle, WA 98101


Offering comprehensive wealth management
I serve the wealth management needs of discerning business owners, executives, family offices, high-net-worth individuals and institutional clients who seek experienced support to help manage their wealth in a fiduciary manner. My focus is comprehensive, and I examine both sides of the balance sheet to allocate your capital against individualized risk parameters.

A relationship-driven process
I provide leadership and direction to manage significant assets across multiple generations. My team and I assist with guiding and preparing younger generations for the responsibilities that accompany the inheritance of wealth.

Placing clients first
Throughout my career, I have dedicated myself to educating clients about every aspect of their financial pictures. My objective in providing the highest level of personal service is rooted in a deep commitment to caring for your best interests.

Seasoned portfolio management
As a Portfolio Manager in J.P. Morgan Wealth Management’ Portfolio Manager Program, my focus is to deliver tailored investments and strategies that target capital preservation and growth. I strive for consistency and sustainability for the long term to help my clients stay the course.

My approach is straightforward and direct—I leverage my years of investment proficiency and J.P. Morgan’s research capabilities to identify and uncover opportunities for my clients. I believe the most important factor in portfolio management is an intrinsic understanding of the global markets and how they operate, and a familiarity with the range of investment vehicles available.

Connecting you to a wealth of resources
As the first point of contact for clients, I serve as a powerful guide and gateway to the resources of J.P. Morgan, which are readily available and directly accessible as the need arises. Among the financial services my team and I address are:

  • Asset Allocation
  • Discretionary Portfolio Management
  • Private Equity
  • Corporate Retirement Programs
  • Executive Services
  • Business Succession Planning
  • M&A Activity
  • Liquidity Events
  • Tax-Advantaged Strategies
  • Credit and Lending
  • Mortgages
  • Trust and Estate Planning

By working seamlessly alongside attorneys, accountants and your other advisors, I enable you to benefit from an inclusive breadth of investment guidance and planning services that help care for your financial well-being.

Investment Approach

Placing clients first
As a fiduciary and guardian of your wealth, I am charged with representing your family’s best interests at all times, and am held to a strict standard. I take this responsibility seriously, and I demonstrate loyalty and care for each client. To do the job properly, my team and I rely on a broad investment platform, rigorous research and quality implementation, which we deliver through the world-class resources of J.P. Morgan.

A path toward tailored strategies
By looking at both sides of the balance sheet, I leverage your liabilities as well as assets to deliver comprehensive strategies for long-term financial goals—diversification objectives, tax considerations, preservation of capital, wealth transfer strategies. Supported by J.P. Morgan’s intellectual capital and my many years of financial advisory experience, I allocate your resources in a prudent and targeted manner.

Simplifying the complexities of investing
In an age where current trends, technology and the financial landscape are rapidly changing, I place great emphasis on educating you and remaining transparent in all financial decisions. My team and I distill intricate market data into meaningful information that helps you and your family to understand the totality of your financial picture. This keen interpretation of market movements and economic conditions is the cornerstone of my practice, and helps to build confidence in the advisory guidance I offer.

Active portfolio management
As a member of J.P. Morgan Wealth Management’ Portfolio Manager Program, I stand among a small group of advisors who manage discretionary client portfolios, and are subject to regular quantitative and qualitative reviews. In particular, I have developed three strategies that target a range of financial objectives:

  • Growth
  • Growth and Income
  • Fixed Income

A due diligence investment process
I take a bottom-up view and leverage a blend of financial models, tools and techniques to identify differentiated ideas. From these, I select individual securities to build low- to moderate-turnover portfolios that my team and I manage in-house. I may use passive index funds for exposure to foreign and small cap stocks. Often, I over- and underweight certain sectors based on economic conditions.

The seasoned application of private equity investments
My team and I rely on our deep exposure to private equity companies to identify appropriate alternative investments that afford us tactical flexibility and long-term advantages. This approach helps to minimize volatility and balance portfolios rather than rely on additional equity exposure.

Backed by an industry leader
I find that experience matters to clients who seek wealth management support for a breadth of sophisticated objectives. By tapping the extensive resources of J.P. Morgan, my team and I open up more of the firm’s offerings to support the full array of sophisticated objectives:

  • Trust and Estate Strategies
  • Wealth Transfer Ideas
  • Educational and Retirement Planning
  • Lending, Mortgages and Credit
  • Executive Services
    • Defined Benefit Plans
    • Diversification of Concentrated Positions
    • Business Succession Considerations
    • M&A Events
    • Pre- and Post-Liquidity Planning

Meet Our Team

Click a profile to learn more about each member

Specialist Resources

Can assist J.P. Morgan Advisors on a case-by-case client basis.


Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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