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Jacob Koehler

Northcoast Research Partners, LLC

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About Jacob Koehler

Jacob Koehler is a registered representative with Northcoast Research Partners, LLC. Jacob has been in the securities industry since June 24, 2024. Jacob is a registered representative in Ohio. Jacob holds the Series 66, Series 7TO and SIE licenses. Jacob has specialized in investment advisory and financial planning services.

Firm Information

Jacob Koehler is currently registered with Northcoast Research Partners, LLC. Northcoast Research Partners, LLC is a Limited Liability Company formed on October 29, 2008, and headquartered in Ohio. The firm is registered with the SEC and in 22 states and offers advisory services including security ratings, educational seminars, and publication of periodicals. They serve 6 investment companies and corporations or other businesses. They have 26 registered representatives and provide investment advisory functions to 23 clients.

Not reported

Assets Under Management

54

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jacob Koehler’s Registration & Firm History

OH

11/14/2024 - Present

Northcoast Research Partners, LLC (Cleveland OH)

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Licenses & Designations

BOTH

Issued 09/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Koehler.
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