Brian
Cochran

John Moore & Associates Inc

CRD#5152084
Investment Advisor
in Albuquerque, NM

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About this Advisor

Brian Cochran is a financial advisor who works in Albuquerque, New Mexico with a total of 3 years of industry experience. Cochran is an employee of John Moore & Associates Inc. During their career, the advisor has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, John Moore And Associates and N/A - Author. Cochran holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and New Mexico. John Moore & Associates Inc is a registered investment company headquartered in Albuquerque, NM. The firm has a total of 12 financial advisors. It handles $723 million in assets among its 662 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 662 accounts, 25% are held by high-net-worth individuals who have at least $1 million in investable assets. John Moore & Associates Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which service is offered. However, fees charged by John Moore & Associates Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8220 San Pedro Dr Ne Suite 310
Albuquerque, NM 87113

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John Moore & Associates Inc Brokerage Details

Total Assets Under Management

$722,571,918

NM Average: $3,612,835,751
Total Number of Employees

12

NM Average: 18
Total Number of Accounts

662

NM Average: 517
Average Account Size

$1,091,498

NM Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brian Cochran Work History

Brian has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

N/A - Author

2013 - Present (11 years)

Raymond James Financial Services

2013 - Present (11 years)

Raymond James Financial Services Advisors Inc

2013 - Present (11 years)

John Moore And Associates

2006 - 2013 (7 years)

Thrivent Investment Management Inc

2006 - 2013 (7 years)

Thrivent Financial For Lutherans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Cochran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Moore & Associates Inc

Cole Leonida
Scottsdale, AZ
Brian Cochran
Albuquerque, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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