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.


 

(206) 262-4210

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

Welcome

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

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

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). 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.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Equal Housing Opportunity logo

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.

Please read additional Important Information in conjunction with these pages.