Brian Cochran (CFP®, CKA®)

Brian Cochran focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Brian has been part of the JMA team since 2013. As a CERTIFIED FINANCIAL PLANNER™ professional, Brian collaborates with tax advisors, attorneys and insurance professionals to help meet the financial objectives of the families we serve. Forbes named Brian the #1 Advisor in New Mexico for 2018.*

Most recently, he was recognized as one of the 2020 Financial Times 400 Top Advisors. He is proud to serve on the board of the New Mexico Christian Foundation and as Chairman of the Board of True North Financial Ministries.

Additional Information

Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys traveling to see Portland Trailblazer games with his wife, Emily, and their two sons.

NAPFA Start Date

January 05, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

14500 N Northsight Blvd Ste 302 Scottsdale, AZ 85260-3663 Phone: (480) 565-6100

Other Offices

8220 San Pedro Dr NE Ste 310 Albuquerque, NM 87113-2476 Phone: (505) 881-5100